LGT Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5K | Buy |
+40
| New | +$31.5K | 0.08% | 128 |
|
|
2024
Q3 | – | Sell |
-38
| Closed | -$25K | – | 740 |
|
|
2024
Q2 | $25K | Buy |
+38
| New | +$25K | 0.05% | 253 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$2.04K | – | 918 |
|
|
2023
Q3 | $2.04K | Buy |
+4
| New | +$2.04K | ﹤0.01% | 835 |
|