Boston Family Office’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
1,667
-4
| -0.2% | -$3.15K | 0.09% | 144 |
|
|
2025
Q1 | $1.03M | Buy |
1,671
+325
| +24% | +$200K | 0.07% | 161 |
|
|
2024
Q4 | $846K | Hold |
1,346
| – | – | 0.06% | 163 |
|
|
2024
Q3 | $836K | Hold |
1,346
| – | – | 0.06% | 165 |
|
|
2024
Q2 | $885K | Sell |
1,346
-68
| -5% | -$44.7K | 0.06% | 159 |
|
|
2024
Q1 | $919K | Sell |
1,414
-235
| -14% | -$153K | 0.07% | 156 |
|
|
2023
Q4 | $1.03M | Sell |
1,649
-40
| -2% | -$25K | 0.08% | 148 |
|
|
2023
Q3 | $863K | Hold |
1,689
| – | – | 0.07% | 158 |
|
|
2023
Q2 | $774K | Hold |
1,689
| – | – | 0.06% | 164 |
|
|
2023
Q1 | $754K | Hold |
1,689
| – | – | 0.06% | 166 |
|
|
2022
Q4 | $657K | Sell |
1,689
-275
| -14% | -$107K | 0.05% | 177 |
|
|
2022
Q3 | $760K | Hold |
1,964
| – | – | 0.07% | 164 |
|
|
2022
Q2 | $757K | Hold |
1,964
| – | – | 0.06% | 165 |
|
|
2022
Q1 | $944K | Sell |
1,964
-40
| -2% | -$19.2K | 0.07% | 160 |
|
|
2021
Q4 | $1.29M | Hold |
2,004
| – | – | 0.08% | 146 |
|
|
2021
Q3 | $1.08M | Hold |
2,004
| – | – | 0.08% | 154 |
|
|
2021
Q2 | $982K | Hold |
2,004
| – | – | 0.07% | 161 |
|
|
2021
Q1 | $767K | Hold |
2,004
| – | – | 0.06% | 174 |
|
|
2020
Q4 | $761K | Hold |
2,004
| – | – | 0.06% | 171 |
|
|
2020
Q3 | $654K | Sell |
2,004
-5
| -0.2% | -$1.63K | 0.06% | 171 |
|
|
2020
Q2 | $595K | Hold |
2,009
| – | – | 0.06% | 172 |
|
|
2020
Q1 | $462K | Buy |
2,009
+312
| +18% | +$71.7K | 0.05% | 173 |
|
|
2019
Q4 | $444K | Sell |
1,697
-335
| -16% | -$87.6K | 0.04% | 203 |
|
|
2019
Q3 | $540K | Hold |
2,032
| – | – | 0.06% | 185 |
|
|
2019
Q2 | $531K | Buy |
2,032
+5
| +0.2% | +$1.31K | 0.06% | 184 |
|
|
2019
Q1 | $530K | Hold |
2,027
| – | – | 0.06% | 187 |
|
|
2018
Q4 | $399K | Hold |
2,027
| – | – | 0.05% | 201 |
|
|
2018
Q3 | $461K | Hold |
2,027
| – | – | 0.05% | 204 |
|
|
2018
Q2 | $414K | Sell |
2,027
-61
| -3% | -$12.5K | 0.05% | 207 |
|
|
2018
Q1 | $362K | Hold |
2,088
| – | – | 0.04% | 213 |
|
|
2017
Q4 | $329K | Buy |
+2,088
| New | +$329K | 0.04% | 225 |
|