HHM Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $87.4K | Sell |
111
-4
| -3% | -$3.15K | 0.01% | 293 |
|
2025
Q1 | $70.6K | Buy |
115
+56
| +95% | +$34.4K | 0.01% | 309 |
|
2024
Q4 | $37.1K | Buy |
59
+9
| +18% | +$5.66K | 0.01% | 403 |
|
2024
Q3 | $31.1K | Sell |
50
-10
| -17% | -$6.21K | ﹤0.01% | 407 |
|
2024
Q2 | $39.4K | Buy |
60
+44
| +275% | +$28.9K | 0.01% | 370 |
|
2024
Q1 | $10.4K | Hold |
16
| – | – | ﹤0.01% | 512 |
|
2023
Q4 | $10K | Hold |
16
| – | – | ﹤0.01% | 509 |
|
2023
Q3 | $8.18K | Sell |
16
-3
| -16% | -$1.53K | ﹤0.01% | 539 |
|
2023
Q2 | $8.71K | Sell |
19
-37
| -66% | -$17K | ﹤0.01% | 556 |
|
2023
Q1 | $25K | Buy |
+56
| New | +$25K | 0.01% | 387 |
|