LWM
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Lionshead Wealth Management’s Intuit INTU Stock Holding History

Lionshead Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$393K Buy
499
+5
+1% +$3.94K 0.36% 65
2025
Q1 		$303K Sell
494
-58
-11% -$35.6K 0.32% 68
2024
Q4 		$347K Buy
+552
New +$347K 0.25% 79