HAG
HighPoint Advisor Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
3,506
+85
| +2% | +$67K | 0.15% | 120 |
|
|
2025
Q1 | $2.13M | Buy |
3,421
+168
| +5% | +$105K | 0.12% | 135 |
|
|
2024
Q4 | $1.91M | Sell |
3,253
-839
| -21% | -$492K | 0.1% | 152 |
|
|
2024
Q3 | $2.54M | Sell |
4,092
-114
| -3% | -$70.9K | 0.15% | 115 |
|
|
2024
Q2 | $2.67M | Sell |
4,206
-53
| -1% | -$33.7K | 0.16% | 107 |
|
|
2024
Q1 | $2.67M | Sell |
4,259
-130
| -3% | -$81.5K | 0.19% | 94 |
|
|
2023
Q4 | $2.81M | Buy |
+4,389
| New | +$2.81M | 0.2% | 92 |
|
|
2022
Q2 | $1.31M | Buy |
+3,227
| New | +$1.31M | 0.14% | 114 |
|
|
2021
Q3 | $1.14M | Sell |
2,105
-193
| -8% | -$104K | 0.11% | 144 |
|
|
2021
Q2 | $1.13M | Buy |
2,298
+791
| +52% | +$388K | 0.11% | 148 |
|
|
2021
Q1 | $629K | Buy |
1,507
+311
| +26% | +$130K | 0.07% | 226 |
|
|
2020
Q4 | $468K | Buy |
1,196
+88
| +8% | +$34.4K | 0.06% | 270 |
|
|
2020
Q3 | $389K | Buy |
1,108
+64
| +6% | +$22.5K | 0.07% | 223 |
|
|
2020
Q2 | $316K | Buy |
1,044
+8
| +0.8% | +$2.42K | 0.07% | 232 |
|
|
2020
Q1 | $273K | Sell |
1,036
-18
| -2% | -$4.74K | 0.07% | 227 |
|
|
2019
Q4 | $300K | Sell |
1,054
-2,802
| -73% | -$798K | 0.06% | 267 |
|
|
2019
Q3 | $990K | Sell |
3,856
-370
| -9% | -$95K | 0.22% | 84 |
|
|
2019
Q2 | $1.19M | Buy |
4,226
+37
| +0.9% | +$10.4K | 0.28% | 74 |
|
|
2019
Q1 | $1.02M | Sell |
4,189
-736
| -15% | -$180K | 0.25% | 84 |
|
|
2018
Q4 | $1.16M | Sell |
4,925
-690
| -12% | -$162K | 0.31% | 73 |
|
|
2018
Q3 | $1.2M | Sell |
5,615
-169
| -3% | -$36K | 0.33% | 69 |
|
|
2018
Q2 | $1.21M | Sell |
5,784
-259
| -4% | -$54.3K | 0.33% | 72 |
|
|
2018
Q1 | $1.25M | Sell |
6,043
-68
| -1% | -$14K | 0.34% | 72 |
|
|
2017
Q4 | $974K | Sell |
6,111
-242
| -4% | -$38.6K | 0.28% | 90 |
|
|
2017
Q3 | $967K | Buy |
6,353
+1,178
| +23% | +$179K | 0.3% | 84 |
|
|
2017
Q2 | $708K | Hold |
5,175
| – | – | 0.23% | 116 |
|
|
2017
Q1 | $708K | Sell |
5,175
-3,402
| -40% | -$465K | 0.23% | 116 |
|
|
2016
Q4 | $1.07M | Buy |
+8,577
| New | +$1.07M | 0.34% | 71 |
|