LI
LMCG Investments’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
375
-3
| -0.8% | -$2.36K | 0.02% | 210 |
|
|
2025
Q1 | $232K | Sell |
378
-29
| -7% | -$17.8K | 0.02% | 221 |
|
|
2024
Q4 | $256K | Sell |
407
-8,184
| -95% | -$5.14M | 0.02% | 215 |
|
|
2024
Q3 | $5.34M | Sell |
8,591
-6,560
| -43% | -$4.07M | 0.32% | 94 |
|
|
2024
Q2 | $9.96M | Buy |
15,151
+471
| +3% | +$310K | 0.58% | 64 |
|
|
2024
Q1 | $9.54M | Sell |
14,680
-92
| -0.6% | -$59.8K | 0.56% | 68 |
|
|
2023
Q4 | $9.23M | Buy |
14,772
+865
| +6% | +$541K | 0.57% | 64 |
|
|
2023
Q3 | $7.11M | Sell |
13,907
-344
| -2% | -$176K | 0.48% | 73 |
|
|
2023
Q2 | $6.53M | Sell |
14,251
-564
| -4% | -$258K | 0.42% | 84 |
|
|
2023
Q1 | $6.6M | Buy |
14,815
+830
| +6% | +$370K | 0.44% | 81 |
|
|
2022
Q4 | $5.44M | Buy |
13,985
+944
| +7% | +$367K | 0.38% | 83 |
|
|
2022
Q3 | $5.05M | Buy |
13,041
+43
| +0.3% | +$16.7K | 0.37% | 81 |
|
|
2022
Q2 | $5.01M | Buy |
12,998
+98
| +0.8% | +$37.8K | 0.35% | 89 |
|
|
2022
Q1 | $6.2M | Buy |
+12,900
| New | +$6.2M | 0.36% | 86 |
|