BCFD
Boit C.F. David’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Hold |
6,550
| – | – | 2.48% | 14 |
|
|
2025
Q1 | $4.02M | Buy |
6,550
+1,750
| +36% | +$1.07M | 2.02% | 20 |
|
|
2024
Q4 | $3.02M | Hold |
4,800
| – | – | 1.23% | 25 |
|
|
2024
Q3 | $2.91M | Hold |
4,800
| – | – | 1.44% | 25 |
|
|
2024
Q2 | $3.15M | Hold |
4,800
| – | – | 1.64% | 22 |
|
|
2024
Q1 | $2.95M | Hold |
4,800
| – | – | 1.61% | 24 |
|
|
2023
Q4 | $2.84M | Buy |
4,800
+1,350
| +39% | +$798K | 1.6% | 23 |
|
|
2023
Q3 | $1.79M | Buy |
3,450
+100
| +3% | +$51.8K | 1.22% | 25 |
|
|
2023
Q2 | $1.53M | Hold |
3,350
| – | – | 1.02% | 29 |
|
|
2023
Q1 | $1.49M | Buy |
3,350
+500
| +18% | +$223K | 1.02% | 30 |
|
|
2022
Q4 | $1.11M | Hold |
2,850
| – | – | 0.79% | 32 |
|
|
2022
Q3 | $1.1M | Buy |
+2,850
| New | +$1.1M | 0.9% | 31 |
|
|
2022
Q1 | $1.37M | Sell |
2,850
-250
| -8% | -$120K | 0.9% | 32 |
|
|
2021
Q4 | $1.99M | Hold |
3,100
| – | – | 1.27% | 29 |
|
|
2021
Q3 | $1.69M | Buy |
3,100
+500
| +19% | +$272K | 1.16% | 29 |
|
|
2021
Q2 | $1.27M | Buy |
+2,600
| New | +$1.27M | 0.97% | 31 |
|