Boston Financial Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.64M | Sell |
8,977
-17
| -0.2% | -$10.9K | 0.17% | 94 |
|
|
2024
Q3 | $5.59M | Sell |
8,994
-193
| -2% | -$123K | 0.17% | 98 |
|
|
2024
Q2 | $6.04M | Buy |
9,187
+177
| +2% | +$110K | 0.19% | 93 |
|
|
2024
Q1 | $5.86M | Buy |
9,010
+5
| +0.1% | +$3.19K | 0.19% | 94 |
|
|
2023
Q4 | $5.63M | Sell |
9,005
-8
| -0.1% | -$4.41K | 0.19% | 93 |
|
|
2023
Q3 | $4.61M | Buy |
9,013
+103
| +1% | +$52.1K | 0.17% | 95 |
|
|
2023
Q2 | $4.08M | Sell |
8,910
-40
| -0.4% | -$17.5K | 0.15% | 103 |
|
|
2023
Q1 | $3.99M | Buy |
8,950
+90
| +1% | +$36.9K | 0.16% | 106 |
|
|
2022
Q4 | $3.45M | Buy |
8,860
+1,046
| +13% | +$415K | 0.14% | 107 |
|
|
2022
Q3 | $3.03M | Buy |
7,814
+3,503
| +81% | +$1.51M | 0.13% | 102 |
|
|
2022
Q2 | $1.66M | Buy |
4,311
+83
| +2% | +$34.4K | 0.07% | 127 |
|
|
2022
Q1 | $2.03M | Buy |
4,228
+267
| +7% | +$137K | 0.08% | 125 |
|
|
2021
Q4 | $2.55M | Sell |
3,961
-85
| -2% | -$52.5K | 0.09% | 103 |
|
|
2021
Q3 | $2.18M | Sell |
4,046
-96
| -2% | -$51.7K | 0.09% | 102 |
|
|
2021
Q2 | $2.03M | Hold |
4,142
| – | – | 0.08% | 106 |
|
|
2021
Q1 | $1.59M | Hold |
4,142
| – | – | 0.07% | 114 |
|
|
2020
Q4 | $1.57M | Buy |
4,142
+8
| +0.2% | +$2.81K | 0.07% | 116 |
|
|
2020
Q3 | $1.35M | Sell |
4,134
-162
| -4% | -$50.7K | 0.07% | 114 |
|
|
2020
Q2 | $1.27M | Buy |
4,296
+212
| +5% | +$58.2K | 0.07% | 111 |
|
|
2020
Q1 | $939K | Buy |
4,084
+1,361
| +50% | +$369K | 0.06% | 121 |
|
|
2019
Q4 | $713K | Buy |
2,723
+20
| +0.7% | +$5.23K | 0.04% | 147 |
|
|
2019
Q3 | $719K | Sell |
2,703
-240
| -8% | -$66K | 0.04% | 150 |
|
|
2019
Q2 | $769K | Buy |
2,943
+140
| +5% | +$35.6K | 0.04% | 150 |
|
|
2019
Q1 | $733K | Buy |
2,803
+162
| +6% | +$37.4K | 0.04% | 156 |
|
|
2018
Q4 | $520K | Hold |
2,641
| – | – | 0.04% | 181 |
|
|
2018
Q3 | $601K | Sell |
2,641
-180
| -6% | -$38.7K | 0.04% | 195 |
|
|
2018
Q2 | $576K | Buy |
2,821
+96
| +4% | +$18.4K | 0.04% | 178 |
|
|
2018
Q1 | $472K | Hold |
2,725
| – | – | 0.03% | 189 |
|
|
2017
Q4 | $430K | Sell |
2,725
-125
| -4% | -$19.1K | 0.03% | 201 |
|
|
2017
Q3 | $405K | Hold |
2,850
| – | – | 0.03% | 207 |
|
|
2017
Q2 | $379K | Sell |
2,850
-350
| -11% | -$45.4K | 0.03% | 218 |
|
|
2017
Q1 | $371K | Sell |
3,200
-75
| -2% | -$8.99K | 0.03% | 221 |
|
|
2016
Q4 | $375K | Buy |
3,275
+775
| +31% | +$86.8K | 0.03% | 221 |
|
|
2016
Q3 | $275K | Hold |
2,500
| – | – | 0.02% | 223 |
|
|
2016
Q2 | $279K | Hold |
2,500
| – | – | 0.02% | 218 |
|
|
2016
Q1 | $260K | Hold |
2,500
| – | – | 0.04% | 161 |
|
|
2015
Q4 | $241K | Hold |
2,500
| – | – | 0.03% | 172 |
|
|
2015
Q3 | $222K | Hold |
2,500
| – | – | 0.03% | 187 |
|
|
2015
Q2 | $252K | Hold |
2,500
| – | – | 0.03% | 189 |
|
|
2015
Q1 | $242K | Hold |
2,500
| – | – | 0.03% | 194 |
|
|
2014
Q4 | $230K | Hold |
2,500
| – | – | 0.03% | 190 |
|
|
2014
Q3 | $219K | Hold |
2,500
| – | – | 0.03% | 195 |
|
|
2014
Q2 | $201K | Buy |
+2,500
| New | +$193K | 0.03% | 200 |
|
Other funds holding INTU
Boston Financial Management's INTU Position: Q4 2024 in Review
Boston Financial Management reduced its Intuit (INTU) stake by 0.19% in Q4 2024, selling an estimated $10.9K and leaving 8,977 shares worth $5.64M. The position accounts for 0.17% of the portfolio, ranked #94.
Boston Financial Management first reported a position in INTU in Q2 2014 and has held it in 43 quarters since. The position peaked at $6.04M in Q2 2024. 2,063 funds tracked by Wall St. Rank hold INTU as of Q4 2024.
- Boston Financial Management held 8,977 shares of Intuit worth $5.64M as of Q4 2024.
- Boston Financial Management sold 17 Intuit shares in Q4 2024, an estimated $10.9K.
- Intuit made up 0.17% of Boston Financial Management's portfolio in Q4 2024, its #94 holding.
- Boston Financial Management first reported a position in Intuit in Q2 2014 and has held it in 43 quarters since.
- Boston Financial Management's Intuit position peaked at $6.04M in Q2 2024.
- 2,063 funds tracked by Wall St. Rank held Intuit as of Q4 2024.
Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.