LifeSteps Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Hold |
454
| – | – | 0.25% | 63 |
|
|
2025
Q1 | $279K | Hold |
454
| – | – | 0.23% | 69 |
|
|
2024
Q4 | $285K | Hold |
454
| – | – | 0.22% | 66 |
|
|
2024
Q3 | $282K | Hold |
454
| – | – | 0.22% | 70 |
|
|
2024
Q2 | $298K | Hold |
454
| – | – | 0.25% | 61 |
|
|
2024
Q1 | $295K | Hold |
454
| – | – | 0.22% | 64 |
|
|
2023
Q4 | $284K | Hold |
454
| – | – | 0.25% | 63 |
|
|
2023
Q3 | $232K | Hold |
454
| – | – | 0.24% | 65 |
|
|
2023
Q2 | $208K | Hold |
454
| – | – | 0.21% | 68 |
|
|
2023
Q1 | $202K | Buy |
+454
| New | +$202K | 0.21% | 63 |
|
|
2022
Q4 | – | Sell |
-554
| Closed | -$215K | – | 76 |
|
|
2022
Q3 | $215K | Hold |
554
| – | – | 0.24% | 71 |
|
|
2022
Q2 | $214K | Hold |
554
| – | – | 0.22% | 72 |
|
|
2022
Q1 | $266K | Hold |
554
| – | – | 0.2% | 71 |
|
|
2021
Q4 | $356K | Sell |
554
-21
| -4% | -$13.5K | 0.25% | 57 |
|
|
2021
Q3 | $310K | Hold |
575
| – | – | 0.24% | 61 |
|
|
2021
Q2 | $282K | Buy |
575
+21
| +4% | +$10.3K | 0.22% | 73 |
|
|
2021
Q1 | $212K | Hold |
554
| – | – | 0.18% | 82 |
|
|
2020
Q4 | $210K | Buy |
+554
| New | +$210K | 0.19% | 82 |
|