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 |
|