LWMM
Legacy Wealth Management (Mississippi)’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-650
| Closed | -$251K | – | 81 |
|
|
2022
Q2 | $251K | Hold |
650
| – | – | 0.15% | 79 |
|
|
2022
Q1 | $313K | Hold |
650
| – | – | 0.16% | 85 |
|
|
2021
Q4 | $418K | Hold |
650
| – | – | 0.21% | 82 |
|
|
2021
Q3 | $351K | Hold |
650
| – | – | 0.19% | 90 |
|
|
2021
Q2 | $319K | Hold |
650
| – | – | 0.18% | 90 |
|
|
2021
Q1 | $249K | Hold |
650
| – | – | 0.15% | 90 |
|
|
2020
Q4 | $247K | Hold |
650
| – | – | 0.16% | 88 |
|
|
2020
Q3 | $212K | Buy |
+650
| New | +$212K | 0.15% | 96 |
|