Live Oak Private Wealth’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 | $313K | Sell |
|
|||||
|
2025
Q2 | $366K | Buy |
|
|||||
|
2025
Q1 | $273K | Hold |
|
|||||
|
2024
Q4 | $280K | Buy |
|
|||||
|
2024
Q3 | $270K | Hold |
|
|||||
|
2024
Q2 | $286K | Sell |
|
|||||
|
2024
Q1 | $295K | Hold |
|
|||||
|
2023
Q4 | $284K | Hold |
|
|||||
|
2023
Q3 | $232K | Hold |
|
|||||
|
2023
Q2 | $208K | Hold |
|
|||||
|
2023
Q1 | $202K | Buy |
|