HPC
HM Payson & Co’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.63M | Sell |
10,791
-70
| -0.6% | -$43K | 0.12% | 87 |
|
|
2024
Q4 | $6.83M | Buy |
10,861
+53
| +0.5% | +$33.3K | 0.12% | 86 |
|
|
2024
Q3 | $6.71M | Sell |
10,808
-42
| -0.4% | -$26.1K | 0.12% | 94 |
|
|
2024
Q2 | $7.13M | Hold |
10,850
| – | – | 0.13% | 84 |
|
|
2024
Q1 | $7.05M | Hold |
10,850
| – | – | 0.13% | 90 |
|
|
2023
Q4 | $6.78M | Sell |
10,850
-418
| -4% | -$261K | 0.14% | 87 |
|
|
2023
Q3 | $5.76M | Sell |
11,268
-5
| -0% | -$2.56K | 0.14% | 88 |
|
|
2023
Q2 | $5.17M | Buy |
11,273
+11
| +0.1% | +$5.04K | 0.12% | 95 |
|
|
2023
Q1 | $5.02M | Buy |
11,262
+169
| +2% | +$75.3K | 0.12% | 95 |
|
|
2022
Q4 | $4.32M | Sell |
11,093
-36
| -0.3% | -$14K | 0.11% | 97 |
|
|
2022
Q3 | $4.31M | Hold |
11,129
| – | – | 0.12% | 98 |
|
|
2022
Q2 | $4.29M | Sell |
11,129
-29
| -0.3% | -$11.2K | 0.11% | 105 |
|
|
2022
Q1 | $5.37M | Sell |
11,158
-7
| -0.1% | -$3.37K | 0.12% | 99 |
|
|
2021
Q4 | $7.18M | Sell |
11,165
-225
| -2% | -$145K | 0.16% | 90 |
|
|
2021
Q3 | $6.15M | Hold |
11,390
| – | – | 0.15% | 92 |
|
|
2021
Q2 | $5.58M | Sell |
11,390
-50
| -0.4% | -$24.5K | 0.14% | 101 |
|
|
2021
Q1 | $4.38M | Buy |
11,440
+160
| +1% | +$61.3K | 0.12% | 110 |
|
|
2020
Q4 | $4.29M | Hold |
11,280
| – | – | 0.12% | 110 |
|
|
2020
Q3 | $3.68M | Hold |
11,280
| – | – | 0.11% | 109 |
|
|
2020
Q2 | $3.34M | Hold |
11,280
| – | – | 0.11% | 107 |
|
|
2020
Q1 | $2.59M | Hold |
11,280
| – | – | 0.1% | 113 |
|
|
2019
Q4 | $2.96M | Buy |
11,280
+147
| +1% | +$38.5K | 0.09% | 119 |
|
|
2019
Q3 | $2.96M | Sell |
11,133
-20
| -0.2% | -$5.32K | 0.1% | 117 |
|
|
2019
Q2 | $2.92M | Sell |
11,153
-55
| -0.5% | -$14.4K | 0.1% | 120 |
|
|
2019
Q1 | $2.93M | Buy |
+11,208
| New | +$2.93M | 0.11% | 120 |
|
|
2018
Q4 | – | Sell |
-6,373
| Closed | -$1.45M | – | 239 |
|
|
2018
Q3 | $1.45M | Hold |
6,373
| – | – | 0.06% | 153 |
|
|
2018
Q2 | $1.3M | Buy |
6,373
+5,166
| +428% | +$1.06M | 0.06% | 157 |
|
|
2018
Q1 | $209K | Buy |
+1,207
| New | +$209K | 0.01% | 314 |
|