LFA
Legacy Financial Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
1,466
+177
| +14% | +$139K | 0.18% | 94 |
|
|
2025
Q1 | $791K | Sell |
1,289
-3
| -0.2% | -$1.84K | 0.13% | 134 |
|
|
2024
Q4 | $812K | Buy |
1,292
+87
| +7% | +$54.7K | 0.13% | 125 |
|
|
2024
Q3 | $748K | Buy |
1,205
+99
| +9% | +$61.5K | 0.13% | 141 |
|
|
2024
Q2 | $727K | Buy |
1,106
+24
| +2% | +$15.8K | 0.13% | 126 |
|
|
2024
Q1 | $703K | Buy |
1,082
+77
| +8% | +$50.1K | 0.13% | 136 |
|
|
2023
Q4 | $628K | Buy |
1,005
+87
| +9% | +$54.4K | 0.12% | 132 |
|
|
2023
Q3 | $469K | Buy |
918
+207
| +29% | +$106K | 0.09% | 144 |
|
|
2023
Q2 | $326K | Buy |
711
+94
| +15% | +$43.1K | 0.06% | 189 |
|
|
2023
Q1 | $275K | Buy |
617
+41
| +7% | +$18.3K | 0.06% | 197 |
|
|
2022
Q4 | $224K | Sell |
576
-415
| -42% | -$162K | 0.05% | 217 |
|
|
2022
Q3 | $384K | Buy |
991
+195
| +24% | +$75.6K | 0.09% | 126 |
|
|
2022
Q2 | $307K | Buy |
796
+330
| +71% | +$127K | 0.08% | 148 |
|
|
2022
Q1 | $224K | Sell |
466
-85
| -15% | -$40.9K | 0.05% | 217 |
|
|
2021
Q4 | $354K | Buy |
551
+81
| +17% | +$52K | 0.08% | 125 |
|
|
2021
Q3 | $254K | Buy |
470
+31
| +7% | +$16.8K | 0.06% | 150 |
|
|
2021
Q2 | $215K | Buy |
+439
| New | +$215K | 0.05% | 159 |
|
|
2019
Q2 | – | Sell |
-399
| Closed | -$104K | – | 492 |
|
|
2019
Q1 | $104K | Sell |
399
-43
| -10% | -$11.2K | 0.04% | 154 |
|
|
2018
Q4 | $87K | Buy |
442
+23
| +5% | +$4.53K | 0.03% | 155 |
|
|
2018
Q3 | $95K | Hold |
419
| – | – | 0.03% | 177 |
|
|
2018
Q2 | $90K | Sell |
419
-173
| -29% | -$37.2K | 0.03% | 180 |
|
|
2018
Q1 | $101K | Sell |
592
-432
| -42% | -$73.7K | 0.04% | 165 |
|
|
2017
Q4 | $161K | Buy |
+1,024
| New | +$161K | 0.07% | 134 |
|