Beaumont Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
812
+217
| +36% | +$171K | 0.05% | 198 |
|
|
2025
Q1 | $365K | Sell |
595
-172
| -22% | -$106K | 0.03% | 264 |
|
|
2024
Q4 | $482K | Buy |
767
+2
| +0.3% | +$1.26K | 0.04% | 224 |
|
|
2024
Q3 | $475K | Sell |
765
-346
| -31% | -$215K | 0.04% | 216 |
|
|
2024
Q2 | $730K | Buy |
1,111
+3
| +0.3% | +$1.97K | 0.06% | 174 |
|
|
2024
Q1 | $720K | Buy |
1,108
+176
| +19% | +$114K | 0.06% | 172 |
|
|
2023
Q4 | $583K | Buy |
932
+25
| +3% | +$15.6K | 0.05% | 181 |
|
|
2023
Q3 | $463K | Sell |
907
-24
| -3% | -$12.3K | 0.05% | 184 |
|
|
2023
Q2 | $427K | Buy |
931
+94
| +11% | +$43.1K | 0.04% | 213 |
|
|
2023
Q1 | $373K | Buy |
837
+4
| +0.5% | +$1.78K | 0.04% | 215 |
|
|
2022
Q4 | $324K | Sell |
833
-1
| -0.1% | -$389 | 0.03% | 235 |
|
|
2022
Q3 | $323K | Sell |
834
-1
| -0.1% | -$387 | 0.03% | 225 |
|
|
2022
Q2 | $322K | Sell |
835
-243
| -23% | -$93.7K | 0.03% | 226 |
|
|
2022
Q1 | $513K | Sell |
1,078
-3
| -0.3% | -$1.43K | 0.04% | 202 |
|
|
2021
Q4 | $695K | Sell |
1,081
-172
| -14% | -$111K | 0.05% | 176 |
|
|
2021
Q3 | $681K | Sell |
1,253
-54
| -4% | -$29.3K | 0.05% | 177 |
|
|
2021
Q2 | $641K | Buy |
1,307
+74
| +6% | +$36.3K | 0.05% | 179 |
|
|
2021
Q1 | $472K | Buy |
1,233
+114
| +10% | +$43.6K | 0.04% | 201 |
|
|
2020
Q4 | $425K | Buy |
+1,119
| New | +$425K | 0.04% | 217 |
|
|
2020
Q1 | – | Sell |
-954
| Closed | -$250K | – | 259 |
|
|
2019
Q4 | $250K | Buy |
954
+77
| +9% | +$20.2K | 0.02% | 247 |
|
|
2019
Q3 | $233K | Buy |
877
+13
| +2% | +$3.45K | 0.02% | 244 |
|
|
2019
Q2 | $226K | Buy |
+864
| New | +$226K | 0.02% | 226 |
|