GIA
GHP Investment Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
17,406
+614
| +4% | +$484K | 0.61% | 49 |
|
|
2025
Q1 | $10.3M | Sell |
16,792
-23
| -0.1% | -$14.1K | 0.5% | 70 |
|
|
2024
Q4 | $10.6M | Sell |
16,815
-163
| -1% | -$102K | 0.49% | 66 |
|
|
2024
Q3 | $10.5M | Buy |
16,978
+50
| +0.3% | +$31.1K | 0.48% | 70 |
|
|
2024
Q2 | $11.1M | Sell |
16,928
-224
| -1% | -$147K | 0.56% | 56 |
|
|
2024
Q1 | $11.1M | Sell |
17,152
-262
| -2% | -$170K | 0.55% | 59 |
|
|
2023
Q4 | $10.9M | Sell |
17,414
-679
| -4% | -$424K | 0.59% | 48 |
|
|
2023
Q3 | $9.64M | Sell |
18,093
-397
| -2% | -$212K | 0.59% | 49 |
|
|
2023
Q2 | $9.2M | Sell |
18,490
-798
| -4% | -$397K | 0.54% | 54 |
|
|
2023
Q1 | $8.6M | Sell |
19,288
-209
| -1% | -$93.2K | 0.55% | 54 |
|
|
2022
Q4 | $7.59M | Buy |
19,497
+141
| +0.7% | +$54.9K | 0.51% | 59 |
|
|
2022
Q3 | $7.5M | Buy |
19,356
+429
| +2% | +$166K | 0.58% | 47 |
|
|
2022
Q2 | $7.3M | Buy |
18,927
+92
| +0.5% | +$35.5K | 0.54% | 51 |
|
|
2022
Q1 | $9.06M | Sell |
18,835
-93
| -0.5% | -$44.7K | 0.6% | 44 |
|
|
2021
Q4 | $12.2M | Sell |
18,928
-1,322
| -7% | -$850K | 0.86% | 24 |
|
|
2021
Q3 | $10.9M | Sell |
20,250
-378
| -2% | -$204K | 0.87% | 25 |
|
|
2021
Q2 | $10.1M | Sell |
20,628
-885
| -4% | -$434K | 0.81% | 27 |
|
|
2021
Q1 | $8.24M | Sell |
21,513
-834
| -4% | -$319K | 0.72% | 41 |
|
|
2020
Q4 | $8.49M | Sell |
22,347
-26
| -0.1% | -$9.88K | 0.81% | 33 |
|
|
2020
Q3 | $7.3M | Buy |
22,373
+228
| +1% | +$74.4K | 0.83% | 31 |
|
|
2020
Q2 | $6.56M | Buy |
22,145
+48
| +0.2% | +$14.2K | 0.81% | 31 |
|
|
2020
Q1 | $5.08M | Sell |
22,097
-16
| -0.1% | -$3.68K | 0.76% | 40 |
|
|
2019
Q4 | $5.79M | Sell |
22,113
-196
| -0.9% | -$51.3K | 0.62% | 46 |
|
|
2019
Q3 | $5.93M | Sell |
22,309
-965
| -4% | -$257K | 0.74% | 37 |
|
|
2019
Q2 | $6.08M | Sell |
23,274
-711
| -3% | -$186K | 0.74% | 36 |
|
|
2019
Q1 | $6.27M | Sell |
23,985
-179
| -0.7% | -$46.8K | 0.81% | 32 |
|
|
2018
Q4 | $4.76M | Buy |
24,164
+475
| +2% | +$93.5K | 0.72% | 36 |
|
|
2018
Q3 | $5.39M | Sell |
23,689
-203
| -0.8% | -$46.2K | 0.72% | 34 |
|
|
2018
Q2 | $4.88M | Sell |
23,892
-409
| -2% | -$83.6K | 0.69% | 35 |
|
|
2018
Q1 | $4.21M | Sell |
24,301
-84
| -0.3% | -$14.6K | 0.6% | 45 |
|
|
2017
Q4 | $3.85M | Sell |
24,385
-466
| -2% | -$73.5K | 0.55% | 53 |
|
|
2017
Q3 | $3.53M | Sell |
24,851
-224
| -0.9% | -$31.8K | 0.54% | 53 |
|
|
2017
Q2 | $3.33M | Buy |
25,075
+524
| +2% | +$69.6K | 0.53% | 53 |
|
|
2017
Q1 | $2.85M | Sell |
24,551
-152
| -0.6% | -$17.6K | 0.49% | 62 |
|
|
2016
Q4 | $2.83M | Sell |
24,703
-854
| -3% | -$97.9K | 0.53% | 55 |
|
|
2016
Q3 | $2.81M | Buy |
25,557
+1,493
| +6% | +$164K | 0.57% | 44 |
|
|
2016
Q2 | $2.69M | Buy |
24,064
+143
| +0.6% | +$16K | 0.58% | 43 |
|
|
2016
Q1 | $2.49M | Buy |
23,921
+1,002
| +4% | +$104K | 0.56% | 45 |
|
|
2015
Q4 | $2.21M | Buy |
22,919
+1,171
| +5% | +$113K | 0.53% | 46 |
|
|
2015
Q3 | $1.93M | Buy |
21,748
+1,830
| +9% | +$162K | 0.5% | 54 |
|
|
2015
Q2 | $2.13M | Buy |
19,918
+2,815
| +16% | +$300K | 0.52% | 46 |
|
|
2015
Q1 | $1.66M | Buy |
17,103
+1,335
| +8% | +$129K | 0.43% | 56 |
|
|
2014
Q4 | $1.45M | Buy |
15,768
+819
| +5% | +$75.5K | 0.4% | 63 |
|
|
2014
Q3 | $1.31M | Buy |
14,949
+656
| +5% | +$57.5K | 0.39% | 62 |
|
|
2014
Q2 | $1.15M | Buy |
14,293
+675
| +5% | +$54.4K | 0.34% | 76 |
|
|
2014
Q1 | $1.06M | Buy |
13,618
+599
| +5% | +$46.6K | 0.34% | 77 |
|
|
2013
Q4 | $994K | Sell |
13,019
-671
| -5% | -$51.2K | 0.33% | 77 |
|
|
2013
Q3 | $908K | Buy |
13,690
+424
| +3% | +$28.1K | 0.33% | 74 |
|
|
2013
Q2 | $810K | Buy |
+13,266
| New | +$810K | 0.32% | 72 |
|