Legacy Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $791K | Sell |
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|
2024
Q4 | $812K | Buy |
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|
2024
Q3 | $748K | Buy |
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|
2024
Q2 | $727K | Buy |
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|
2024
Q1 | $703K | Buy |
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|
2023
Q4 | $628K | Buy |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $354K | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $215K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $104K | Sell |
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|
2018
Q4 | $87K | Buy |
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|
2018
Q3 | $95K | Hold |
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|
2018
Q2 | $90K | Sell |
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|
2018
Q1 | $101K | Sell |
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|
2017
Q4 | $161K | Buy |
|