Lyell Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
31,675
+240
| +0.8% | +$189K | 1.97% | 11 |
|
|
2025
Q1 | $19.3M | Buy |
31,435
+201
| +0.6% | +$123K | 1.8% | 12 |
|
|
2024
Q4 | $19.6M | Buy |
31,234
+501
| +2% | +$315K | 1.76% | 13 |
|
|
2024
Q3 | $19.1M | Buy |
30,733
+48
| +0.2% | +$29.8K | 1.74% | 12 |
|
|
2024
Q2 | $20.2M | Buy |
30,685
+1,285
| +4% | +$845K | 1.93% | 11 |
|
|
2024
Q1 | $19.1M | Sell |
29,400
-261
| -0.9% | -$170K | 1.94% | 10 |
|
|
2023
Q4 | $18.5M | Sell |
29,661
-1,229
| -4% | -$768K | 2.11% | 8 |
|
|
2023
Q3 | $15.8M | Sell |
30,890
-40
| -0.1% | -$20.4K | 2.12% | 8 |
|
|
2023
Q2 | $14.2M | Buy |
30,930
+138
| +0.4% | +$63.2K | 1.81% | 11 |
|
|
2023
Q1 | $13.7M | Sell |
30,792
-2,019
| -6% | -$900K | 1.92% | 9 |
|
|
2022
Q4 | $12.8M | Sell |
32,811
-749
| -2% | -$292K | 2.02% | 7 |
|
|
2022
Q3 | $13M | Buy |
33,560
+118
| +0.4% | +$45.7K | 2.21% | 7 |
|
|
2022
Q2 | $12.9M | Buy |
33,442
+38
| +0.1% | +$14.6K | 2.1% | 7 |
|
|
2022
Q1 | $16.1M | Sell |
33,404
-1,815
| -5% | -$873K | 2.07% | 8 |
|
|
2021
Q4 | $22.7M | Buy |
35,219
+331
| +0.9% | +$213K | 2.59% | 5 |
|
|
2021
Q3 | $18.8M | Sell |
34,888
-417
| -1% | -$225K | 2.29% | 9 |
|
|
2021
Q2 | $17.3M | Buy |
35,305
+566
| +2% | +$277K | 2.14% | 10 |
|
|
2021
Q1 | $13.3M | Buy |
34,739
+2,504
| +8% | +$959K | 1.94% | 9 |
|
|
2020
Q4 | $12.2M | Buy |
32,235
+2,525
| +8% | +$959K | 1.96% | 11 |
|
|
2020
Q3 | $9.69M | Buy |
29,710
+1,277
| +4% | +$417K | 1.82% | 18 |
|
|
2020
Q2 | $8.42M | Buy |
28,433
+788
| +3% | +$233K | 1.85% | 17 |
|
|
2020
Q1 | $6.36M | Buy |
27,645
+718
| +3% | +$165K | 1.9% | 15 |
|
|
2019
Q4 | $7.05M | Buy |
26,927
+1,642
| +6% | +$430K | 1.88% | 12 |
|
|
2019
Q3 | $6.72M | Buy |
25,285
+300
| +1% | +$79.8K | 2.02% | 13 |
|
|
2019
Q2 | $6.53M | Buy |
24,985
+1,770
| +8% | +$463K | 1.97% | 11 |
|
|
2019
Q1 | $6.07M | Buy |
23,215
+587
| +3% | +$153K | 2.03% | 12 |
|
|
2018
Q4 | $4.45M | Sell |
22,628
-3,183
| -12% | -$627K | 1.86% | 14 |
|
|
2018
Q3 | $5.87M | Sell |
25,811
-585
| -2% | -$133K | 1.98% | 11 |
|
|
2018
Q2 | $5.39M | Buy |
26,396
+20
| +0.1% | +$4.09K | 1.97% | 12 |
|
|
2018
Q1 | $4.57M | Sell |
26,376
-335
| -1% | -$58.1K | 1.69% | 18 |
|
|
2017
Q4 | $4.21M | Buy |
26,711
+495
| +2% | +$78.1K | 1.67% | 20 |
|
|
2017
Q3 | $3.73M | Buy |
26,216
+215
| +0.8% | +$30.6K | 1.61% | 20 |
|
|
2017
Q2 | $3.45M | Buy |
26,001
+1,385
| +6% | +$184K | 1.68% | 20 |
|
|
2017
Q1 | $2.86M | Sell |
24,616
-1,050
| -4% | -$122K | 1.54% | 24 |
|
|
2016
Q4 | $2.94M | Buy |
+25,666
| New | +$2.94M | 1.83% | 10 |
|