Lenox Wealth Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$3K Sell
2021
Q4
$6K Buy
2021
Q3
$1K Buy
2020
Q2
Sell
2020
Q1
$1K Hold
2019
Q4
$1K Buy
2018
Q3
Sell
2018
Q2
$20K Sell
2018
Q1
$22K Buy
2017
Q4
$5K Buy
2013
Q3
Sell
2013
Q2
$8K Buy