HWA
HCR Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Hold |
1,205
| – | – | 0.11% | 104 |
|
|
2025
Q1 | $740K | Sell |
1,205
-103
| -8% | -$63.2K | 0.1% | 113 |
|
|
2024
Q4 | $822K | Buy |
1,308
+2
| +0.2% | +$1.26K | 0.1% | 111 |
|
|
2024
Q3 | $811K | Buy |
1,306
+350
| +37% | +$217K | 0.11% | 111 |
|
|
2024
Q2 | $628K | Hold |
956
| – | – | 0.09% | 119 |
|
|
2024
Q1 | $621K | Buy |
956
+350
| +58% | +$228K | 0.09% | 119 |
|
|
2023
Q4 | $379K | Buy |
+606
| New | +$379K | 0.06% | 139 |
|