BCA
Bay Colony Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
1,451
+200
| +16% | +$158K | 0.16% | 129 |
|
|
2025
Q1 | $749K | Buy |
1,251
+35
| +3% | +$21K | 0.11% | 182 |
|
|
2024
Q4 | $764K | Buy |
1,216
+245
| +25% | +$154K | 0.11% | 181 |
|
|
2024
Q3 | $603K | Buy |
971
+50
| +5% | +$31.1K | 0.09% | 214 |
|
|
2024
Q2 | $605K | Buy |
921
+115
| +14% | +$75.6K | 0.1% | 190 |
|
|
2024
Q1 | $524K | Buy |
806
+9
| +1% | +$5.85K | 0.09% | 200 |
|
|
2023
Q4 | $498K | Buy |
797
+187
| +31% | +$117K | 0.1% | 192 |
|
|
2023
Q3 | $312K | Sell |
610
-7
| -1% | -$3.58K | 0.08% | 232 |
|
|
2023
Q2 | $283K | Sell |
617
-5
| -0.8% | -$2.29K | 0.07% | 246 |
|
|
2023
Q1 | $274K | Buy |
622
+2
| +0.3% | +$880 | 0.07% | 248 |
|
|
2022
Q4 | $241K | Sell |
620
-5
| -0.8% | -$1.95K | 0.06% | 292 |
|
|
2022
Q3 | $242K | Sell |
625
-10
| -2% | -$3.87K | 0.07% | 264 |
|
|
2022
Q2 | $290K | Sell |
635
-10
| -2% | -$4.57K | 0.07% | 246 |
|
|
2022
Q1 | $310K | Sell |
645
-1,419
| -69% | -$682K | 0.07% | 248 |
|
|
2021
Q4 | $1.33M | Buy |
2,064
+4
| +0.2% | +$2.57K | 0.38% | 72 |
|
|
2021
Q3 | $1.11M | Buy |
2,060
+85
| +4% | +$45.9K | 0.36% | 84 |
|
|
2021
Q2 | $968K | Buy |
1,975
+280
| +17% | +$137K | 0.32% | 94 |
|
|
2021
Q1 | $649K | Buy |
+1,695
| New | +$649K | 0.25% | 119 |
|