Live Oak Private Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
465
+20
| +4% | +$15.8K | 0.05% | 142 |
|
|
2025
Q1 | $273K | Hold |
445
| – | – | 0.04% | 156 |
|
|
2024
Q4 | $280K | Buy |
445
+10
| +2% | +$6.29K | 0.05% | 151 |
|
|
2024
Q3 | $270K | Hold |
435
| – | – | 0.04% | 153 |
|
|
2024
Q2 | $286K | Sell |
435
-19
| -4% | -$12.5K | 0.05% | 139 |
|
|
2024
Q1 | $295K | Hold |
454
| – | – | 0.05% | 138 |
|
|
2023
Q4 | $284K | Hold |
454
| – | – | 0.05% | 137 |
|
|
2023
Q3 | $232K | Hold |
454
| – | – | 0.05% | 137 |
|
|
2023
Q2 | $208K | Hold |
454
| – | – | 0.04% | 152 |
|
|
2023
Q1 | $202K | Buy |
+454
| New | +$202K | 0.04% | 153 |
|