HAM
Hyperion Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127M | Buy |
160,733
+14,012
| +10% | +$11M | 4% | 11 |
|
|
2025
Q1 | $90.1M | Sell |
146,721
-225
| -0.2% | -$138K | 3.54% | 11 |
|
|
2024
Q4 | $92.4M | Sell |
146,946
-1,605
| -1% | -$1.01M | 3.06% | 11 |
|
|
2024
Q3 | $92.3M | Buy |
148,551
+15,465
| +12% | +$9.6M | 3.54% | 11 |
|
|
2024
Q2 | $87.5M | Sell |
133,086
-576
| -0.4% | -$379K | 3.61% | 11 |
|
|
2024
Q1 | $86.9M | Sell |
133,662
-23,641
| -15% | -$15.4M | 3.65% | 10 |
|
|
2023
Q4 | $98.3M | Sell |
157,303
-27,015
| -15% | -$16.9M | 4.04% | 8 |
|
|
2023
Q3 | $94.2M | Sell |
184,318
-2,476
| -1% | -$1.27M | 4.53% | 7 |
|
|
2023
Q2 | $85.6M | Buy |
186,794
+2,788
| +2% | +$1.28M | 3.85% | 9 |
|
|
2023
Q1 | $82M | Buy |
184,006
+10,307
| +6% | +$4.6M | 4.27% | 9 |
|
|
2022
Q4 | $67.6M | Buy |
173,699
+3,734
| +2% | +$1.45M | 4.39% | 8 |
|
|
2022
Q3 | $65.8M | Buy |
169,965
+2,006
| +1% | +$777K | 3.82% | 11 |
|
|
2022
Q2 | $64.7M | Buy |
167,959
+36,872
| +28% | +$14.2M | 3.78% | 10 |
|
|
2022
Q1 | $63M | Sell |
131,087
-16,721
| -11% | -$8.04M | 2.61% | 16 |
|
|
2021
Q4 | $95.1M | Buy |
147,808
+16,745
| +13% | +$10.8M | 3.74% | 11 |
|
|
2021
Q3 | $70.7M | Buy |
131,063
+15,583
| +13% | +$8.41M | 3.2% | 12 |
|
|
2021
Q2 | $56.6M | Buy |
115,480
+3,321
| +3% | +$1.63M | 3.17% | 13 |
|
|
2021
Q1 | $43M | Buy |
112,159
+134
| +0.1% | +$51.3K | 2.98% | 13 |
|
|
2020
Q4 | $42.6M | Buy |
112,025
+10,726
| +11% | +$4.07M | 3.01% | 13 |
|
|
2020
Q3 | $33M | Buy |
101,299
+27,825
| +38% | +$9.08M | 3.35% | 12 |
|
|
2020
Q2 | $21.8M | Sell |
73,474
-45,861
| -38% | -$13.6M | 3.05% | 13 |
|
|
2020
Q1 | $27.4M | Buy |
119,335
+4,444
| +4% | +$1.02M | 6.63% | 8 |
|
|
2019
Q4 | $30.1M | Buy |
114,891
+14,949
| +15% | +$3.92M | 6.92% | 8 |
|
|
2019
Q3 | $26.6M | Sell |
99,942
-28
| -0% | -$7.45K | 7.81% | 8 |
|
|
2019
Q2 | $26.1M | Sell |
99,970
-5,948
| -6% | -$1.55M | 7.56% | 8 |
|
|
2019
Q1 | $27.7M | Buy |
105,918
+3,670
| +4% | +$959K | 8.7% | 6 |
|
|
2018
Q4 | $20.1M | Sell |
102,248
-8,657
| -8% | -$1.7M | 7.89% | 7 |
|
|
2018
Q3 | $25.2M | Buy |
110,905
+2,937
| +3% | +$668K | 8.35% | 6 |
|
|
2018
Q2 | $22.1M | Buy |
107,968
+556
| +0.5% | +$114K | 7.84% | 6 |
|
|
2018
Q1 | $18.6M | Buy |
107,412
+11,868
| +12% | +$2.06M | 7.49% | 6 |
|
|
2017
Q4 | $15.1M | Buy |
+95,544
| New | +$15.1M | 5.97% | 7 |
|