MLL
Moody Lynn & Lieberson’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
1,672
+15
| +0.9% | +$11.8K | 0.08% | 106 |
|
|
2025
Q1 | $1.02M | Buy |
1,657
+3
| +0.2% | +$1.84K | 0.07% | 118 |
|
|
2024
Q4 | $1.04M | Sell |
1,654
-3,930
| -70% | -$2.47M | 0.06% | 111 |
|
|
2024
Q3 | $3.47M | Buy |
5,584
+2,551
| +84% | +$1.58M | 0.21% | 66 |
|
|
2024
Q2 | $1.99M | Sell |
3,033
-3,946
| -57% | -$2.59M | 0.13% | 84 |
|
|
2024
Q1 | $4.54M | Sell |
6,979
-65
| -0.9% | -$42.3K | 0.31% | 56 |
|
|
2023
Q4 | $4.4M | Buy |
7,044
+3,413
| +94% | +$2.13M | 0.34% | 54 |
|
|
2023
Q3 | $1.86M | Buy |
3,631
+2,709
| +294% | +$1.38M | 0.16% | 81 |
|
|
2023
Q2 | $422K | Buy |
922
+7
| +0.8% | +$3.21K | 0.03% | 163 |
|
|
2023
Q1 | $408K | Hold |
915
| – | – | 0.04% | 168 |
|
|
2022
Q4 | $356K | Sell |
915
-75
| -8% | -$29.2K | 0.03% | 187 |
|
|
2022
Q3 | $383K | Hold |
990
| – | – | 0.04% | 166 |
|
|
2022
Q2 | $382K | Sell |
990
-1,589
| -62% | -$613K | 0.03% | 171 |
|
|
2022
Q1 | $1.24M | Sell |
2,579
-9,366
| -78% | -$4.5M | 0.09% | 102 |
|
|
2021
Q4 | $7.68M | Buy |
11,945
+3,635
| +44% | +$2.34M | 0.52% | 50 |
|
|
2021
Q3 | $4.48M | Buy |
8,310
+1,944
| +31% | +$1.05M | 0.34% | 66 |
|
|
2021
Q2 | $3.12M | Buy |
6,366
+4,390
| +222% | +$2.15M | 0.24% | 78 |
|
|
2021
Q1 | $757K | Sell |
1,976
-1,745
| -47% | -$669K | 0.06% | 129 |
|
|
2020
Q4 | $1.41M | Buy |
3,721
+2,050
| +123% | +$778K | 0.12% | 95 |
|
|
2020
Q3 | $545K | Hold |
1,671
| – | – | 0.05% | 128 |
|
|
2020
Q2 | $495K | Sell |
1,671
-19,200
| -92% | -$5.69M | 0.05% | 125 |
|
|
2020
Q1 | $4.8K | Sell |
20,871
-140
| -0.7% | -$32 | 0.66% | 43 |
|
|
2019
Q4 | $5.5M | Sell |
21,011
-2,385
| -10% | -$625K | 0.53% | 57 |
|
|
2019
Q3 | $6.22M | Hold |
23,396
| – | – | 0.69% | 50 |
|
|
2019
Q2 | $6.11M | Buy |
23,396
+1,955
| +9% | +$511K | 0.67% | 50 |
|
|
2019
Q1 | $5.61M | Sell |
21,441
-2,525
| -11% | -$660K | 0.64% | 51 |
|
|
2018
Q4 | $4.72M | Buy |
23,966
+990
| +4% | +$195K | 0.63% | 49 |
|
|
2018
Q3 | $5.23M | Sell |
22,976
-4,110
| -15% | -$935K | 0.55% | 54 |
|
|
2018
Q2 | $5.53M | Buy |
27,086
+4,280
| +19% | +$874K | 0.65% | 47 |
|
|
2018
Q1 | $3.95M | Buy |
+22,806
| New | +$3.95M | 0.48% | 56 |
|
|
2017
Q3 | – | Sell |
-16,130
| Closed | -$2.14M | – | 215 |
|
|
2017
Q2 | $2.14M | Buy |
+16,130
| New | +$2.14M | 0.28% | 69 |
|
|
2016
Q3 | – | Sell |
-53,970
| Closed | -$6.02M | – | 175 |
|
|
2016
Q2 | $6.02M | Buy |
+53,970
| New | +$6.02M | 1.08% | 34 |
|
|
2015
Q3 | – | Sell |
-51,529
| Closed | -$5.19M | – | 179 |
|
|
2015
Q2 | $5.19M | Sell |
51,529
-32,578
| -39% | -$3.28M | 0.83% | 47 |
|
|
2015
Q1 | $8.16M | Buy |
84,107
+16,691
| +25% | +$1.62M | 1.3% | 27 |
|
|
2014
Q4 | $6.22M | Sell |
67,416
-51,286
| -43% | -$4.73M | 0.89% | 43 |
|
|
2014
Q3 | $10.4M | Buy |
+118,702
| New | +$10.4M | 1.55% | 20 |
|