HBK Sorce Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
1,374
-50
| -4% | -$39.4K | 0.03% | 210 |
|
|
2025
Q1 | $875K | Buy |
1,424
+5
| +0.4% | +$3.07K | 0.03% | 233 |
|
|
2024
Q4 | $892K | Buy |
1,419
+28
| +2% | +$17.6K | 0.03% | 229 |
|
|
2024
Q3 | $864K | Buy |
1,391
+40
| +3% | +$24.8K | 0.03% | 239 |
|
|
2024
Q2 | $888K | Sell |
1,351
-57
| -4% | -$37.5K | 0.03% | 224 |
|
|
2024
Q1 | $915K | Sell |
1,408
-63
| -4% | -$41K | 0.03% | 225 |
|
|
2023
Q4 | $920K | Sell |
1,471
-84
| -5% | -$52.5K | 0.04% | 218 |
|
|
2023
Q3 | $794K | Sell |
1,555
-5
| -0.3% | -$2.55K | 0.04% | 228 |
|
|
2023
Q2 | $715K | Buy |
1,560
+23
| +1% | +$10.5K | 0.03% | 258 |
|
|
2023
Q1 | $685K | Sell |
1,537
-1,381
| -47% | -$616K | 0.03% | 269 |
|
|
2022
Q4 | $1.14M | Buy |
2,918
+1,128
| +63% | +$439K | 0.03% | 267 |
|
|
2022
Q3 | $693K | Buy |
1,790
+251
| +16% | +$97.2K | 0.05% | 208 |
|
|
2022
Q2 | $593K | Buy |
1,539
+344
| +29% | +$133K | 0.04% | 215 |
|
|
2022
Q1 | $575K | Sell |
1,195
-57
| -5% | -$27.4K | 0.03% | 281 |
|
|
2021
Q4 | $805K | Sell |
1,252
-13
| -1% | -$8.36K | 0.04% | 240 |
|
|
2021
Q3 | $682K | Buy |
1,265
+30
| +2% | +$16.2K | 0.04% | 262 |
|
|
2021
Q2 | $605K | Sell |
1,235
-94
| -7% | -$46K | 0.03% | 292 |
|
|
2021
Q1 | $509K | Buy |
1,329
+241
| +22% | +$92.3K | 0.03% | 298 |
|
|
2020
Q4 | $413K | Buy |
1,088
+125
| +13% | +$47.4K | 0.03% | 305 |
|
|
2020
Q3 | $314K | Sell |
963
-262
| -21% | -$85.4K | 0.02% | 345 |
|
|
2020
Q2 | $363K | Buy |
1,225
+210
| +21% | +$62.2K | 0.03% | 300 |
|
|
2020
Q1 | $233K | Buy |
1,015
+202
| +25% | +$46.4K | 0.02% | 336 |
|
|
2019
Q4 | $213K | Buy |
+813
| New | +$213K | 0.02% | 403 |
|