HWM
Hohimer Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Sell |
6,917
-179
| -3% | -$141K | 0.97% | 23 |
|
|
2025
Q1 | $4.36M | Buy |
+7,096
| New | +$4.36M | 0.85% | 34 |
|
|
2024
Q2 | – | Sell |
-1,164
| Closed | -$757K | – | 238 |
|
|
2024
Q1 | $757K | Sell |
1,164
-652
| -36% | -$424K | 0.18% | 136 |
|
|
2023
Q4 | $1.14M | Buy |
1,816
+17
| +0.9% | +$10.6K | 0.29% | 98 |
|
|
2023
Q3 | $919K | Buy |
1,799
+23
| +1% | +$11.8K | 0.26% | 104 |
|
|
2023
Q2 | $814K | Sell |
1,776
-55
| -3% | -$25.2K | 0.22% | 119 |
|
|
2023
Q1 | $816K | Buy |
1,831
+426
| +30% | +$190K | 0.24% | 112 |
|
|
2022
Q4 | $547K | Buy |
+1,405
| New | +$547K | 0.17% | 113 |
|
|
2020
Q4 | – | Sell |
-2,766
| Closed | -$927K | – | 201 |
|
|
2020
Q3 | $927K | Sell |
2,766
-2
| -0.1% | -$670 | 0.26% | 111 |
|
|
2020
Q2 | $820K | Buy |
2,768
+2
| +0.1% | +$592 | 0.28% | 118 |
|
|
2020
Q1 | $752K | Hold |
2,766
| – | – | 0.32% | 116 |
|
|
2019
Q4 | $724K | Buy |
+2,766
| New | +$724K | 0.25% | 147 |
|