LVW Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Buy |
1,028
+336
| +49% | +$265K | 0.09% | 129 |
|
|
2025
Q1 | $425K | Buy |
692
+249
| +56% | +$153K | 0.05% | 197 |
|
|
2024
Q4 | $278K | Sell |
443
-43
| -9% | -$27K | 0.03% | 258 |
|
|
2024
Q3 | $302K | Buy |
486
+92
| +23% | +$57.1K | 0.04% | 237 |
|
|
2024
Q2 | $259K | Buy |
394
+67
| +20% | +$44K | 0.04% | 250 |
|
|
2024
Q1 | $213K | Buy |
+327
| New | +$213K | 0.04% | 269 |
|