Halbert Hargrove Global Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.1K | Buy |
|
|||||
|
2025
Q2 | $20.6K | Sell |
|
|||||
|
2025
Q1 | $21.5K | Buy |
|
|||||
|
2024
Q4 | $16.4K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $343K | Buy |
|
|||||
|
2022
Q4 | $294K | Buy |
|
|||||
|
2022
Q3 | $286K | Buy |
|
|||||
|
2022
Q2 | $275K | Buy |
|
|||||
|
2022
Q1 | $332K | Sell |
|
|||||
|
2021
Q4 | $452K | Sell |
|
|||||
|
2021
Q3 | $388K | Buy |
|
|||||
|
2021
Q2 | $348K | Sell |
|
|||||
|
2021
Q1 | $285K | Buy |
|
|||||
|
2020
Q4 | $246K | Sell |
|
|||||
|
2020
Q3 | $215K | Sell |
|
|||||
|
2020
Q2 | $201K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $202K | Sell |
|
|||||
|
2019
Q3 | $239K | Sell |
|
|||||
|
2019
Q2 | $240K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $218K | Sell |
|
|||||
|
2018
Q2 | $203K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $222K | Sell |
|
|||||
|
2015
Q3 | $205K | Sell |
|
|||||
|
2015
Q2 | $388K | Sell |
|
|||||
|
2015
Q1 | $387K | Buy |
|
|||||
|
2014
Q4 | $286K | Sell |
|
|||||
|
2014
Q3 | $282K | Buy |
|