Beaumont Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $578K | Buy |
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|
2025
Q2 | $640K | Buy |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $730K | Buy |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $583K | Buy |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $513K | Sell |
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|
2021
Q4 | $695K | Sell |
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|
2021
Q3 | $681K | Sell |
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|
2021
Q2 | $641K | Buy |
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|
2021
Q1 | $472K | Buy |
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|
2020
Q4 | $425K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $226K | Buy |
|