Lifeworks 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 | – | Sell |
-501
| Closed | -$307K | – | 323 |
|
|
2025
Q1 | $307K | Buy |
501
+180
| +56% | +$110K | 0.05% | 242 |
|
|
2024
Q4 | $202K | Buy |
+321
| New | +$202K | 0.04% | 297 |
|
|
2023
Q1 | – | Sell |
-588
| Closed | -$229K | – | 145 |
|
|
2022
Q4 | $229K | Hold |
588
| – | – | 0.13% | 105 |
|
|
2022
Q3 | $251K | Sell |
588
-1,888
| -76% | -$806K | 0.14% | 111 |
|
|
2022
Q2 | $954K | Buy |
2,476
+380
| +18% | +$146K | 0.6% | 53 |
|
|
2022
Q1 | $1.01M | Buy |
2,096
+1,135
| +118% | +$546K | 0.67% | 52 |
|
|
2021
Q4 | $618K | Buy |
+961
| New | +$618K | 0.49% | 59 |
|