HCR Wealth Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$822K Hold
2025
Q2
$949K Hold
2025
Q1
$740K Sell
2024
Q4
$822K Buy
2024
Q3
$811K Buy
2024
Q2
$628K Hold
2024
Q1
$621K Buy
2023
Q4
$379K Buy