HT
HighTower Trust’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.75M | Sell |
9,539
-3,529
| -27% | -$1.39M | 0.37% | 46 |
|
|
2022
Q4 | $4.92M | Sell |
13,068
-387
| -3% | -$146K | 0.48% | 42 |
|
|
2022
Q3 | $5.21M | Buy |
+13,455
| New | +$5.21M | 0.57% | 36 |
|
|
2022
Q2 | – | Sell |
-13,415
| Closed | -$6.45M | – | 284 |
|
|
2022
Q1 | $6.45M | Sell |
13,415
-471
| -3% | -$226K | 0.62% | 35 |
|
|
2021
Q4 | $8.93M | Sell |
13,886
-37
| -0.3% | -$23.8K | 0.87% | 28 |
|
|
2021
Q3 | $7.51M | Buy |
13,923
+1
| +0% | +$540 | 0.92% | 29 |
|
|
2021
Q2 | $6.82M | Sell |
13,922
-14
| -0.1% | -$6.86K | 0.83% | 32 |
|
|
2021
Q1 | $5.34M | Sell |
13,936
-24
| -0.2% | -$9.19K | 0.71% | 36 |
|
|
2020
Q4 | $5.3M | Sell |
13,960
-26
| -0.2% | -$9.88K | 0.76% | 37 |
|
|
2020
Q3 | $4.56M | Buy |
+13,986
| New | +$4.56M | 0.72% | 36 |
|