HighMark Wealth Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$1.28K	﹤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%	339
2021 Q4	$8K	Sell	13 -1	-7%	-$617	0.01%	293
2021 Q3	$8K	Hold	14	–	–	0.01%	281
2021 Q2	$7K	Sell	14 -7	-33%	-$3.04K	0.01%	307
2021 Q1	$8K	Sell	21 -10	-32%	-$3.85K	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%	-$4.06K	0.01%	185
2019 Q4	$12K	Buy	+46	New	+$12K	0.01%	179