HB Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.6M | Sell |
12,182
-268
| -2% | -$211K | 0.08% | 140 |
|
|
2025
Q1 | $7.64M | Buy |
12,450
+5,900
| +90% | +$3.62M | 0.06% | 166 |
|
|
2024
Q4 | $4.12M | Buy |
6,550
+299
| +5% | +$188K | 0.04% | 183 |
|
|
2024
Q3 | $3.88M | Buy |
6,251
+699
| +13% | +$434K | 0.04% | 182 |
|
|
2024
Q2 | $3.65M | Buy |
5,552
+1,321
| +31% | +$868K | 0.04% | 182 |
|
|
2024
Q1 | $2.75M | Buy |
4,231
+170
| +4% | +$111K | 0.03% | 204 |
|
|
2023
Q4 | $2.54M | Sell |
4,061
-92
| -2% | -$57.5K | 0.04% | 194 |
|
|
2023
Q3 | $2.12M | Buy |
4,153
+842
| +25% | +$430K | 0.03% | 200 |
|
|
2023
Q2 | $1.52M | Buy |
3,311
+179
| +6% | +$82K | 0.02% | 239 |
|
|
2023
Q1 | $1.4M | Buy |
3,132
+183
| +6% | +$81.6K | 0.02% | 242 |
|
|
2022
Q4 | $1.15M | Buy |
2,949
+878
| +42% | +$342K | 0.02% | 263 |
|
|
2022
Q3 | $802K | Buy |
2,071
+705
| +52% | +$273K | 0.02% | 281 |
|
|
2022
Q2 | $527K | Buy |
1,366
+348
| +34% | +$134K | 0.01% | 334 |
|
|
2022
Q1 | $490K | Buy |
1,018
+174
| +21% | +$83.8K | 0.01% | 352 |
|
|
2021
Q4 | $543K | Buy |
+844
| New | +$543K | 0.01% | 306 |
|