HighMark 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
Q1 | – | Sell |
-11
| Closed | -$6.91K | – | 590 |
|
|
2024
Q4 | $6.91K | Hold |
11
| – | – | ﹤0.01% | 341 |
|
|
2024
Q3 | $6.83K | Sell |
11
-2
| -15% | -$1.24K | ﹤0.01% | 358 |
|
|
2024
Q2 | $8.54K | Hold |
13
| – | – | 0.01% | 309 |
|
|
2024
Q1 | $8.45K | Hold |
13
| – | – | 0.01% | 309 |
|
|
2023
Q4 | $8.13K | Hold |
13
| – | – | 0.01% | 296 |
|
|
2023
Q3 | $6.64K | Hold |
13
| – | – | 0.01% | 313 |
|
|
2023
Q2 | $5.96K | Hold |
13
| – | – | ﹤0.01% | 328 |
|
|
2023
Q1 | $5.8K | Hold |
13
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $5.06K | Hold |
13
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $5K | Hold |
13
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $5K | Hold |
13
| – | – | ﹤0.01% | 346 |
|
|
2022
Q1 | $6K | Hold |
13
| – | – | ﹤0.01% | 338 |
|
|
2021
Q4 | $8K | Sell |
13
-1
| -7% | -$615 | 0.01% | 293 |
|
|
2021
Q3 | $8K | Hold |
14
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $7K | Sell |
14
-7
| -33% | -$3.5K | 0.01% | 307 |
|
|
2021
Q1 | $8K | Sell |
21
-10
| -32% | -$3.81K | 0.01% | 270 |
|
|
2020
Q4 | $12K | Hold |
31
| – | – | 0.01% | 204 |
|
|
2020
Q3 | $10K | Hold |
31
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $9K | Hold |
31
| – | – | 0.01% | 221 |
|
|
2020
Q1 | $7K | Sell |
31
-15
| -33% | -$3.39K | 0.01% | 185 |
|
|
2019
Q4 | $12K | Buy |
+46
| New | +$12K | 0.01% | 177 |
|