HFR 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 | $18.5M | Buy |
23,427
+62
| +0.3% | +$48.8K | 4.46% | 5 |
|
|
2025
Q1 | $14.3M | Buy |
23,365
+26
| +0.1% | +$16K | 3.49% | 11 |
|
|
2024
Q4 | $14.7M | Sell |
23,339
-94
| -0.4% | -$59.1K | 3.62% | 8 |
|
|
2024
Q3 | $14.6M | Buy |
23,433
+129
| +0.6% | +$80.1K | 3.53% | 9 |
|
|
2024
Q2 | $15.3M | Buy |
23,304
+26
| +0.1% | +$17.1K | 3.9% | 7 |
|
|
2024
Q1 | $15.1M | Sell |
23,278
-110
| -0.5% | -$71.5K | 3.83% | 4 |
|
|
2023
Q4 | $14.6M | Sell |
23,388
-84
| -0.4% | -$52.5K | 3.96% | 4 |
|
|
2023
Q3 | $12M | Sell |
23,472
-305
| -1% | -$156K | 3.51% | 5 |
|
|
2023
Q2 | $10.9M | Buy |
23,777
+9
| +0% | +$4.12K | 3.03% | 9 |
|
|
2023
Q1 | $10.6M | Sell |
23,768
-60
| -0.3% | -$26.7K | 3.01% | 9 |
|
|
2022
Q4 | $9.27M | Sell |
23,828
-58
| -0.2% | -$22.6K | 2.69% | 18 |
|
|
2022
Q3 | $9.25M | Sell |
23,886
-181
| -0.8% | -$70.1K | 3.02% | 11 |
|
|
2022
Q2 | $9.28M | Buy |
24,067
+225
| +0.9% | +$86.7K | 2.8% | 13 |
|
|
2022
Q1 | $11.5M | Sell |
23,842
-1,726
| -7% | -$830K | 3.03% | 9 |
|
|
2021
Q4 | $16.4M | Buy |
25,568
+91
| +0.4% | +$58.5K | 4.13% | 2 |
|
|
2021
Q3 | $13.7M | Buy |
25,477
+359
| +1% | +$194K | 4% | 2 |
|
|
2021
Q2 | $12.3M | Buy |
+25,118
| New | +$12.3M | 3.71% | 2 |
|