YIA
YHB Investment Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
20,596
+84
| +0.4% | +$66.2K | 1.25% | 17 |
|
|
2025
Q1 | $12.6M | Buy |
20,512
+261
| +1% | +$160K | 1.05% | 20 |
|
|
2024
Q4 | $12.7M | Sell |
20,251
-141
| -0.7% | -$88.6K | 1.05% | 22 |
|
|
2024
Q3 | $12.7M | Sell |
20,392
-770
| -4% | -$478K | 1.05% | 24 |
|
|
2024
Q2 | $13.9M | Sell |
21,162
-365
| -2% | -$240K | 1.2% | 18 |
|
|
2024
Q1 | $14M | Sell |
21,527
-163
| -0.8% | -$106K | 1.24% | 21 |
|
|
2023
Q4 | $13.6M | Sell |
21,690
-4,051
| -16% | -$2.53M | 1.31% | 18 |
|
|
2023
Q3 | $13.2M | Sell |
25,741
-444
| -2% | -$227K | 1.21% | 18 |
|
|
2023
Q2 | $12M | Buy |
26,185
+298
| +1% | +$137K | 1.12% | 20 |
|
|
2023
Q1 | $11.5M | Buy |
25,887
+107
| +0.4% | +$47.7K | 1.16% | 19 |
|
|
2022
Q4 | $10M | Sell |
25,780
-131
| -0.5% | -$51K | 1.07% | 25 |
|
|
2022
Q3 | $10M | Sell |
25,911
-224
| -0.9% | -$86.8K | 1.12% | 23 |
|
|
2022
Q2 | $10.1M | Sell |
26,135
-315
| -1% | -$121K | 1.06% | 22 |
|
|
2022
Q1 | $12.7M | Sell |
26,450
-1,576
| -6% | -$758K | 1.12% | 18 |
|
|
2021
Q4 | $18M | Sell |
28,026
-83
| -0.3% | -$53.4K | 1.43% | 13 |
|
|
2021
Q3 | $15.2M | Sell |
28,109
-94
| -0.3% | -$50.7K | 1.31% | 16 |
|
|
2021
Q2 | $13.8M | Sell |
28,203
-438
| -2% | -$215K | 1.18% | 19 |
|
|
2021
Q1 | $11.9M | Buy |
28,641
+30
| +0.1% | +$12.5K | 1.03% | 26 |
|
|
2020
Q4 | $10.9M | Buy |
28,611
+164
| +0.6% | +$62.3K | 1.03% | 25 |
|
|
2020
Q3 | $9.28M | Sell |
28,447
-3,298
| -10% | -$1.08M | 1.01% | 29 |
|
|
2020
Q2 | $9.4M | Buy |
31,745
+216
| +0.7% | +$64K | 1.36% | 22 |
|
|
2020
Q1 | $7.25M | Buy |
31,529
+99
| +0.3% | +$22.8K | 1.25% | 23 |
|
|
2019
Q4 | $8.23M | Buy |
31,430
+288
| +0.9% | +$75.4K | 1.17% | 26 |
|
|
2019
Q3 | $8.28M | Buy |
31,142
+706
| +2% | +$188K | 1.26% | 24 |
|
|
2019
Q2 | $7.95M | Sell |
30,436
-1,716
| -5% | -$448K | 1.26% | 25 |
|
|
2019
Q1 | $8.41M | Sell |
32,152
-618
| -2% | -$162K | 1.32% | 23 |
|
|
2018
Q4 | $6.45M | Buy |
32,770
+3,981
| +14% | +$784K | 1.15% | 27 |
|
|
2018
Q3 | $6.55M | Sell |
28,789
-981
| -3% | -$223K | 0.99% | 32 |
|
|
2018
Q2 | $6.08M | Sell |
29,770
-355
| -1% | -$72.5K | 0.99% | 30 |
|
|
2018
Q1 | $5.22M | Sell |
30,125
-395
| -1% | -$68.5K | 0.89% | 34 |
|
|
2017
Q4 | $4.82M | Buy |
30,520
+455
| +2% | +$71.8K | 0.82% | 38 |
|
|
2017
Q3 | $4.27M | Sell |
30,065
-4,340
| -13% | -$617K | 0.76% | 43 |
|
|
2017
Q2 | $4.57M | Buy |
34,405
+3,823
| +13% | +$508K | 0.78% | 37 |
|
|
2017
Q1 | $3.83M | Sell |
30,582
-230
| -0.7% | -$28.8K | 0.74% | 43 |
|
|
2016
Q4 | $3.53M | Buy |
30,812
+218
| +0.7% | +$25K | 0.74% | 46 |
|
|
2016
Q3 | $3.37M | Sell |
30,594
-214
| -0.7% | -$23.5K | 0.81% | 43 |
|
|
2016
Q2 | $3.44M | Buy |
30,808
+577
| +2% | +$64.4K | 0.76% | 47 |
|
|
2016
Q1 | $3.14M | Buy |
30,231
+1,748
| +6% | +$182K | 0.85% | 39 |
|
|
2015
Q4 | $2.75M | Buy |
28,483
+1,008
| +4% | +$97.3K | 0.62% | 49 |
|
|
2015
Q3 | $2.44M | Buy |
27,475
+455
| +2% | +$40.4K | 0.58% | 55 |
|
|
2015
Q2 | $2.72M | Buy |
27,020
+2,015
| +8% | +$203K | 0.59% | 58 |
|
|
2015
Q1 | $2.42M | Buy |
25,005
+423
| +2% | +$41K | 0.54% | 62 |
|
|
2014
Q4 | $2.27M | Buy |
24,582
+500
| +2% | +$46.1K | 0.52% | 65 |
|
|
2014
Q3 | $2.11M | Sell |
24,082
-130
| -0.5% | -$11.4K | 0.51% | 66 |
|
|
2014
Q2 | $1.95M | Buy |
24,212
+603
| +3% | +$48.6K | 0.47% | 70 |
|
|
2014
Q1 | $1.84M | Buy |
23,609
+1,396
| +6% | +$109K | 0.47% | 73 |
|
|
2013
Q4 | $1.7M | Buy |
22,213
+344
| +2% | +$26.2K | 0.45% | 73 |
|
|
2013
Q3 | $1.45M | Buy |
21,869
+30
| +0.1% | +$1.99K | 0.43% | 78 |
|
|
2013
Q2 | $1.33M | Buy |
+21,839
| New | +$1.33M | 0.42% | 78 |
|