Cape Cod Five Cents Savings Bank’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.35M | Hold |
10,221
| – | – | 0.58% | 42 |
|
|
2024
Q4 | $6.35M | Hold |
10,221
| – | – | 0.56% | 42 |
|
|
2024
Q3 | $6.35M | Buy |
10,221
+160
| +2% | +$99.4K | 0.58% | 42 |
|
|
2024
Q2 | $6.61M | Sell |
10,061
-29
| -0.3% | -$19.1K | 0.64% | 39 |
|
|
2024
Q1 | $6.56M | Buy |
10,090
+179
| +2% | +$116K | 0.63% | 41 |
|
|
2023
Q4 | $6.19M | Sell |
9,911
-9,833
| -50% | -$6.15M | 0.63% | 41 |
|
|
2023
Q3 | $10.1M | Buy |
19,744
+10,419
| +112% | +$5.32M | 0.55% | 44 |
|
|
2023
Q2 | $4.27M | Buy |
9,325
+7,286
| +357% | +$3.34M | 0.45% | 58 |
|
|
2023
Q1 | $909K | Sell |
2,039
-493
| -19% | -$220K | 0.1% | 110 |
|
|
2022
Q4 | $986K | Sell |
2,532
-421
| -14% | -$164K | 0.11% | 109 |
|
|
2022
Q3 | $1.14M | Sell |
2,953
-115
| -4% | -$44.6K | 0.14% | 106 |
|
|
2022
Q2 | $1.18M | Sell |
3,068
-358
| -10% | -$138K | 0.13% | 108 |
|
|
2022
Q1 | $1.65M | Sell |
3,426
-439
| -11% | -$211K | 0.17% | 97 |
|
|
2021
Q4 | $2.49M | Sell |
3,865
-425
| -10% | -$273K | 0.24% | 83 |
|
|
2021
Q3 | $2.31M | Sell |
4,290
-3,598
| -46% | -$1.94M | 0.24% | 80 |
|
|
2021
Q2 | $3.87M | Buy |
7,888
+243
| +3% | +$119K | 0.4% | 61 |
|
|
2021
Q1 | $2.93M | Sell |
7,645
-1,353
| -15% | -$518K | 0.32% | 69 |
|
|
2020
Q4 | $3.42M | Sell |
8,998
-399
| -4% | -$152K | 0.39% | 61 |
|
|
2020
Q3 | $3.07M | Sell |
9,397
-102
| -1% | -$33.3K | 0.39% | 64 |
|
|
2020
Q2 | $2.81M | Sell |
9,499
-918
| -9% | -$272K | 0.38% | 63 |
|
|
2020
Q1 | $2.4M | Buy |
10,417
+454
| +5% | +$104K | 0.38% | 62 |
|
|
2019
Q4 | $2.61M | Buy |
9,963
+1,314
| +15% | +$344K | 0.33% | 65 |
|
|
2019
Q3 | $2.3M | Buy |
8,649
+891
| +11% | +$237K | 0.32% | 65 |
|
|
2019
Q2 | $2.03M | Buy |
7,758
+5,863
| +309% | +$1.53M | 0.29% | 74 |
|
|
2019
Q1 | $495K | Hold |
1,895
| – | – | 0.07% | 126 |
|
|
2018
Q4 | $373K | Hold |
1,895
| – | – | 0.06% | 139 |
|
|
2018
Q3 | $431K | Hold |
1,895
| – | – | 0.06% | 136 |
|
|
2018
Q2 | $387K | Hold |
1,895
| – | – | 0.06% | 141 |
|
|
2018
Q1 | $328K | Hold |
1,895
| – | – | 0.05% | 149 |
|
|
2017
Q4 | $299K | Hold |
1,895
| – | – | 0.04% | 161 |
|
|
2017
Q3 | $269K | Hold |
1,895
| – | – | 0.04% | 174 |
|
|
2017
Q2 | $252K | Hold |
1,895
| – | – | 0.04% | 181 |
|
|
2017
Q1 | $220K | Hold |
1,895
| – | – | 0.04% | 192 |
|
|
2016
Q4 | $217K | Hold |
1,895
| – | – | 0.04% | 176 |
|
|
2016
Q3 | $208K | Hold |
1,895
| – | – | 0.04% | 175 |
|
|
2016
Q2 | $212K | Buy |
+1,895
| New | +$212K | 0.04% | 178 |
|
|
2015
Q3 | – | Sell |
-2,000
| Closed | -$202K | – | 185 |
|
|
2015
Q2 | $202K | Buy |
+2,000
| New | +$202K | 0.04% | 183 |
|