LW
Linscomb Wealth’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
380
-20
| -5% | -$15.8K | 0.01% | 265 |
|
|
2025
Q1 | $246K | Buy |
400
+15
| +4% | +$9.21K | 0.01% | 271 |
|
|
2024
Q4 | $242K | Buy |
385
+14
| +4% | +$8.8K | 0.01% | 271 |
|
|
2024
Q3 | $230K | Hold |
371
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $244K | Buy |
+371
| New | +$244K | 0.01% | 268 |
|
|
2022
Q1 | – | Sell |
-470
| Closed | -$302K | – | 347 |
|
|
2021
Q4 | $302K | Buy |
470
+54
| +13% | +$34.7K | 0.01% | 269 |
|
|
2021
Q3 | $224K | Buy |
416
+6
| +1% | +$3.23K | 0.01% | 301 |
|
|
2021
Q2 | $201K | Buy |
+410
| New | +$201K | 0.01% | 319 |
|