Hummer Financial Advisory Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Hold |
640
| – | – | 0.38% | 58 |
|
|
2025
Q1 | $393K | Hold |
640
| – | – | 0.32% | 67 |
|
|
2024
Q4 | $402K | Hold |
640
| – | – | 0.32% | 63 |
|
|
2024
Q3 | $397K | Hold |
640
| – | – | 0.31% | 66 |
|
|
2024
Q2 | $421K | Hold |
640
| – | – | 0.36% | 55 |
|
|
2024
Q1 | $416K | Hold |
640
| – | – | 0.34% | 56 |
|
|
2023
Q4 | $400K | Hold |
640
| – | – | 0.37% | 57 |
|
|
2023
Q3 | $327K | Hold |
640
| – | – | 0.33% | 62 |
|
|
2023
Q2 | $293K | Hold |
640
| – | – | 0.29% | 72 |
|
|
2023
Q1 | $285K | Hold |
640
| – | – | 0.3% | 78 |
|
|
2022
Q4 | $249K | Hold |
640
| – | – | 0.27% | 80 |
|
|
2022
Q3 | $248K | Hold |
640
| – | – | 0.29% | 78 |
|
|
2022
Q2 | $247K | Hold |
640
| – | – | 0.28% | 81 |
|
|
2022
Q1 | $308K | Buy |
640
+50
| +8% | +$24.1K | 0.28% | 75 |
|
|
2021
Q4 | $379K | Sell |
590
-50
| -8% | -$32.1K | 0.32% | 68 |
|
|
2021
Q3 | $345K | Hold |
640
| – | – | 0.32% | 70 |
|
|
2021
Q2 | $314K | Hold |
640
| – | – | 0.29% | 77 |
|
|
2021
Q1 | $245K | Hold |
640
| – | – | 0.24% | 90 |
|
|
2020
Q4 | $243K | Hold |
640
| – | – | 0.26% | 86 |
|
|
2020
Q3 | $209K | Buy |
+640
| New | +$209K | 0.25% | 88 |
|