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