HWAM
Hennion & Walsh Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Buy |
9,845
+427
| +5% | +$336K | 0.31% | 58 |
|
|
2025
Q1 | $5.78M | Buy |
9,418
+957
| +11% | +$588K | 0.26% | 79 |
|
|
2024
Q4 | $5.32M | Buy |
8,461
+1,565
| +23% | +$984K | 0.24% | 93 |
|
|
2024
Q3 | $4.28M | Buy |
6,896
+276
| +4% | +$171K | 0.2% | 123 |
|
|
2024
Q2 | $4.35M | Buy |
6,620
+268
| +4% | +$176K | 0.22% | 103 |
|
|
2024
Q1 | $4.13M | Sell |
6,352
-426
| -6% | -$277K | 0.22% | 106 |
|
|
2023
Q4 | $4.24M | Sell |
6,778
-2,152
| -24% | -$1.35M | 0.24% | 98 |
|
|
2023
Q3 | $4.56M | Buy |
8,930
+1,123
| +14% | +$574K | 0.29% | 76 |
|
|
2023
Q2 | $3.58M | Sell |
7,807
-791
| -9% | -$362K | 0.21% | 117 |
|
|
2023
Q1 | $3.83M | Sell |
8,598
-373
| -4% | -$166K | 0.24% | 110 |
|
|
2022
Q4 | $3.49M | Sell |
8,971
-123
| -1% | -$47.9K | 0.22% | 120 |
|
|
2022
Q3 | $3.52M | Sell |
9,094
-1,190
| -12% | -$461K | 0.23% | 113 |
|
|
2022
Q2 | $3.96M | Sell |
10,284
-2,124
| -17% | -$819K | 0.25% | 105 |
|
|
2022
Q1 | $5.97M | Buy |
12,408
+66
| +0.5% | +$31.7K | 0.32% | 77 |
|
|
2021
Q4 | $7.94M | Buy |
12,342
+1,673
| +16% | +$1.08M | 0.39% | 62 |
|
|
2021
Q3 | $5.76M | Buy |
10,669
+441
| +4% | +$238K | 0.3% | 82 |
|
|
2021
Q2 | $5.01M | Buy |
10,228
+1,053
| +11% | +$516K | 0.27% | 93 |
|
|
2021
Q1 | $3.52M | Buy |
+9,175
| New | +$3.52M | 0.21% | 125 |
|