Birch Hill Investment 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
$64.9M Sell
82,391
-3,189
-4% -$2.51M 2.88% 14
2025
Q1
$52.5M Sell
85,580
-400
-0.5% -$246K 2.49% 15
2024
Q4
$54M Sell
85,980
-103
-0.1% -$64.7K 2.51% 15
2024
Q3
$53.5M Buy
86,083
+464
+0.5% +$288K 2.51% 12
2024
Q2
$56.3M Buy
85,619
+726
+0.9% +$477K 2.72% 11
2024
Q1
$55.2M Sell
84,893
-577
-0.7% -$375K 2.69% 13
2023
Q4
$53.4M Buy
85,470
+1,704
+2% +$1.07M 2.84% 12
2023
Q3
$42.8M Buy
83,766
+4,172
+5% +$2.13M 2.55% 13
2023
Q2
$36.5M Buy
79,594
+6,184
+8% +$2.83M 2.09% 15
2023
Q1
$32.7M Buy
+73,410
New +$32.7M 2.03% 18