HHGA
Halbert Hargrove Global Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6K | Sell |
26
-9
| -26% | -$7.12K | ﹤0.01% | 174 |
|
|
2025
Q1 | $21.5K | Buy |
35
+9
| +35% | +$5.54K | ﹤0.01% | 182 |
|
|
2024
Q4 | $16.4K | Buy |
+26
| New | +$16.4K | ﹤0.01% | 185 |
|
|
2023
Q2 | – | Sell |
-770
| Closed | -$343K | – | 121 |
|
|
2023
Q1 | $343K | Buy |
770
+14
| +2% | +$6.24K | 0.02% | 95 |
|
|
2022
Q4 | $294K | Buy |
756
+17
| +2% | +$6.62K | 0.02% | 102 |
|
|
2022
Q3 | $286K | Buy |
739
+26
| +4% | +$10.1K | 0.02% | 106 |
|
|
2022
Q2 | $275K | Buy |
713
+22
| +3% | +$8.49K | 0.02% | 113 |
|
|
2022
Q1 | $332K | Sell |
691
-11
| -2% | -$5.29K | 0.02% | 100 |
|
|
2021
Q4 | $452K | Sell |
702
-18
| -3% | -$11.6K | 0.03% | 76 |
|
|
2021
Q3 | $388K | Buy |
720
+10
| +1% | +$5.39K | 0.03% | 77 |
|
|
2021
Q2 | $348K | Sell |
710
-34
| -5% | -$16.7K | 0.02% | 92 |
|
|
2021
Q1 | $285K | Buy |
744
+96
| +15% | +$36.8K | 0.02% | 93 |
|
|
2020
Q4 | $246K | Sell |
648
-11
| -2% | -$4.18K | 0.02% | 91 |
|
|
2020
Q3 | $215K | Sell |
659
-21
| -3% | -$6.85K | 0.02% | 91 |
|
|
2020
Q2 | $201K | Buy |
+680
| New | +$201K | 0.03% | 87 |
|
|
2020
Q1 | – | Sell |
-771
| Closed | -$202K | – | 84 |
|
|
2019
Q4 | $202K | Sell |
771
-127
| -14% | -$33.3K | 0.05% | 78 |
|
|
2019
Q3 | $239K | Sell |
898
-20
| -2% | -$5.32K | 0.06% | 62 |
|
|
2019
Q2 | $240K | Buy |
+918
| New | +$240K | 0.07% | 61 |
|
|
2018
Q4 | – | Sell |
-957
| Closed | -$218K | – | 80 |
|
|
2018
Q3 | $218K | Sell |
957
-36
| -4% | -$8.2K | 0.06% | 70 |
|
|
2018
Q2 | $203K | Buy |
+993
| New | +$203K | 0.05% | 72 |
|
|
2016
Q1 | – | Sell |
-2,303
| Closed | -$222K | – | 90 |
|
|
2015
Q4 | $222K | Sell |
2,303
-4
| -0.2% | -$386 | 0.1% | 90 |
|
|
2015
Q3 | $205K | Sell |
2,307
-1,539
| -40% | -$137K | 0.1% | 94 |
|
|
2015
Q2 | $388K | Sell |
3,846
-144
| -4% | -$14.5K | 0.09% | 110 |
|
|
2015
Q1 | $387K | Buy |
3,990
+887
| +29% | +$86K | 0.12% | 118 |
|
|
2014
Q4 | $286K | Sell |
3,103
-113
| -4% | -$10.4K | 0.14% | 93 |
|
|
2014
Q3 | $282K | Buy |
+3,216
| New | +$282K | 0.08% | 101 |
|