HPIA
Hamilton Point Investment Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-862
| Closed | -$541K | – | 153 |
|
|
2023
Q4 | $541K | Hold |
862
| – | – | 0.11% | 85 |
|
|
2023
Q3 | $440K | Buy |
862
+20
| +2% | +$10.2K | 0.11% | 87 |
|
|
2023
Q2 | $386K | Hold |
842
| – | – | 0.09% | 90 |
|
|
2023
Q1 | $375K | Buy |
842
+53
| +7% | +$23.6K | 0.09% | 87 |
|
|
2022
Q4 | $307K | Sell |
789
-111
| -12% | -$43.2K | 0.08% | 73 |
|
|
2022
Q3 | $349K | Buy |
+900
| New | +$349K | 0.11% | 67 |
|