Lido Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8M | Buy |
36,613
+5,632
| +18% | +$4.44M | 0.11% | 105 |
|
|
2025
Q1 | $19M | Buy |
30,981
+1,349
| +5% | +$828K | 0.09% | 136 |
|
|
2024
Q4 | $18.6M | Buy |
29,632
+2,662
| +10% | +$1.67M | 0.08% | 133 |
|
|
2024
Q3 | $16.7M | Sell |
26,970
-2,237
| -8% | -$1.39M | 0.08% | 120 |
|
|
2024
Q2 | $19.2M | Buy |
29,207
+186
| +0.6% | +$122K | 0.11% | 95 |
|
|
2024
Q1 | $18.9M | Buy |
29,021
+12,748
| +78% | +$8.29M | 0.11% | 89 |
|
|
2023
Q4 | $10.2M | Buy |
16,273
+941
| +6% | +$588K | 0.07% | 147 |
|
|
2023
Q3 | $7.83M | Sell |
15,332
-5,391
| -26% | -$2.75M | 0.06% | 159 |
|
|
2023
Q2 | $9.5M | Buy |
20,723
+2,086
| +11% | +$956K | 0.07% | 143 |
|
|
2023
Q1 | $8.31M | Buy |
18,637
+15,920
| +586% | +$7.1M | 0.08% | 141 |
|
|
2022
Q4 | $1.06M | Buy |
2,717
+1,190
| +78% | +$463K | 0.01% | 365 |
|
|
2022
Q3 | $591K | Buy |
1,527
+221
| +17% | +$85.5K | 0.01% | 456 |
|
|
2022
Q2 | $503K | Sell |
1,306
-15
| -1% | -$5.78K | 0.01% | 472 |
|
|
2022
Q1 | $635K | Buy |
1,321
+145
| +12% | +$69.7K | 0.01% | 462 |
|
|
2021
Q4 | $756K | Buy |
1,176
+141
| +14% | +$90.6K | 0.01% | 431 |
|
|
2021
Q3 | $558K | Buy |
1,035
+19
| +2% | +$10.2K | 0.01% | 481 |
|
|
2021
Q2 | $498K | Buy |
1,016
+57
| +6% | +$27.9K | 0.01% | 468 |
|
|
2021
Q1 | $368K | Sell |
959
-3,641
| -79% | -$1.4M | 0.01% | 514 |
|
|
2020
Q4 | $1.75M | Buy |
4,600
+3,462
| +304% | +$1.31M | 0.04% | 205 |
|
|
2020
Q3 | $371K | Buy |
1,138
+104
| +10% | +$33.9K | 0.01% | 388 |
|
|
2020
Q2 | $306K | Sell |
1,034
-938
| -48% | -$278K | 0.01% | 387 |
|
|
2020
Q1 | $454K | Sell |
1,972
-73
| -4% | -$16.8K | 0.02% | 297 |
|
|
2019
Q4 | $536K | Buy |
2,045
+1,019
| +99% | +$267K | 0.02% | 331 |
|
|
2019
Q3 | $273K | Sell |
1,026
-26
| -2% | -$6.92K | 0.01% | 425 |
|
|
2019
Q2 | $274K | Sell |
1,052
-339
| -24% | -$88.3K | 0.02% | 405 |
|
|
2019
Q1 | $363K | Buy |
+1,391
| New | +$363K | 0.02% | 313 |
|
|
2018
Q2 | – | Sell |
-1,375
| Closed | -$238K | – | 416 |
|
|
2018
Q1 | $238K | Buy |
+1,375
| New | +$238K | 0.03% | 305 |
|