LifeSteps Financial’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Buy
2025
Q2
$358K Hold
2025
Q1
$279K Hold
2024
Q4
$285K Hold
2024
Q3
$282K Hold
2024
Q2
$298K Hold
2024
Q1
$295K Hold
2023
Q4
$284K Hold
2023
Q3
$232K Hold
2023
Q2
$208K Hold
2023
Q1
$202K Buy
2022
Q4
Sell
2022
Q3
$215K Hold
2022
Q2
$214K Hold
2022
Q1
$266K Hold
2021
Q4
$356K Sell
2021
Q3
$310K Hold
2021
Q2
$282K Buy
2021
Q1
$212K Hold
2020
Q4
$210K Buy