Chesley Taft & Associates’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
2,364
+4
| +0.2% | +$3.15K | 0.08% | 157 |
|
|
2025
Q1 | $1.45M | Sell |
2,360
-85
| -3% | -$52.2K | 0.07% | 171 |
|
|
2024
Q4 | $1.54M | Sell |
2,445
-875
| -26% | -$550K | 0.07% | 163 |
|
|
2024
Q3 | $2.06M | Sell |
3,320
-3,705
| -53% | -$2.3M | 0.1% | 140 |
|
|
2024
Q2 | $4.62M | Sell |
7,025
-275
| -4% | -$181K | 0.23% | 81 |
|
|
2024
Q1 | $4.75M | Sell |
7,300
-80
| -1% | -$52K | 0.24% | 81 |
|
|
2023
Q4 | $4.61M | Sell |
7,380
-45
| -0.6% | -$28.1K | 0.26% | 77 |
|
|
2023
Q3 | $3.79M | Sell |
7,425
-675
| -8% | -$345K | 0.25% | 86 |
|
|
2023
Q2 | $3.71M | Buy |
8,100
+35
| +0.4% | +$16K | 0.23% | 92 |
|
|
2023
Q1 | $3.6M | Buy |
8,065
+280
| +4% | +$125K | 0.24% | 95 |
|
|
2022
Q4 | $3.03M | Buy |
7,785
+345
| +5% | +$134K | 0.21% | 109 |
|
|
2022
Q3 | $2.88M | Buy |
7,440
+3,515
| +90% | +$1.36M | 0.21% | 103 |
|
|
2022
Q2 | $1.51M | Hold |
3,925
| – | – | 0.1% | 141 |
|
|
2022
Q1 | $1.81M | Sell |
3,925
-200
| -5% | -$92.3K | 0.11% | 143 |
|
|
2021
Q4 | $2.65M | Hold |
4,125
| – | – | 0.14% | 125 |
|
|
2021
Q3 | $2.23M | Sell |
4,125
-25
| -0.6% | -$13.5K | 0.13% | 132 |
|
|
2021
Q2 | $2.03M | Hold |
4,150
| – | – | 0.12% | 136 |
|
|
2021
Q1 | $1.67M | Hold |
4,150
| – | – | 0.1% | 145 |
|
|
2020
Q4 | $1.58M | Hold |
4,150
| – | – | 0.1% | 140 |
|
|
2020
Q3 | $1.35M | Sell |
4,150
-63
| -1% | -$20.6K | 0.1% | 141 |
|
|
2020
Q2 | $1.25M | Buy |
4,213
+13
| +0.3% | +$3.85K | 0.1% | 147 |
|
|
2020
Q1 | $966K | Hold |
4,200
| – | – | 0.09% | 147 |
|
|
2019
Q4 | $1.1M | Sell |
4,200
-366
| -8% | -$95.9K | 0.08% | 159 |
|
|
2019
Q3 | $1.21M | Hold |
4,566
| – | – | 0.09% | 145 |
|
|
2019
Q2 | $1.19M | Hold |
4,566
| – | – | 0.09% | 142 |
|
|
2019
Q1 | $1.19M | Sell |
4,566
-900
| -16% | -$235K | 0.1% | 143 |
|
|
2018
Q4 | $1.08M | Hold |
5,466
| – | – | 0.1% | 145 |
|
|
2018
Q3 | $1.24M | Sell |
5,466
-300
| -5% | -$68.2K | 0.1% | 151 |
|
|
2018
Q2 | $1.18M | Sell |
5,766
-367
| -6% | -$75K | 0.1% | 156 |
|
|
2018
Q1 | $1.06M | Sell |
6,133
-267
| -4% | -$46.3K | 0.09% | 163 |
|
|
2017
Q4 | $1.01M | Buy |
6,400
+400
| +7% | +$63.1K | 0.09% | 174 |
|
|
2017
Q3 | $853K | Hold |
6,000
| – | – | 0.07% | 182 |
|
|
2017
Q2 | $797K | Hold |
6,000
| – | – | 0.07% | 188 |
|
|
2017
Q1 | $696K | Hold |
6,000
| – | – | 0.07% | 199 |
|
|
2016
Q4 | $688K | Hold |
6,000
| – | – | 0.07% | 193 |
|
|
2016
Q3 | $660K | Hold |
6,000
| – | – | 0.07% | 184 |
|
|
2016
Q2 | $670K | Hold |
6,000
| – | – | 0.07% | 178 |
|
|
2016
Q1 | $624K | Hold |
6,000
| – | – | 0.07% | 179 |
|
|
2015
Q4 | $579K | Sell |
6,000
-400
| -6% | -$38.6K | 0.06% | 185 |
|
|
2015
Q3 | $568K | Hold |
6,400
| – | – | 0.06% | 166 |
|
|
2015
Q2 | $645K | Sell |
6,400
-250
| -4% | -$25.2K | 0.07% | 162 |
|
|
2015
Q1 | $645K | Buy |
6,650
+250
| +4% | +$24.2K | 0.07% | 166 |
|
|
2014
Q4 | $590K | Hold |
6,400
| – | – | 0.06% | 177 |
|
|
2014
Q3 | $561K | Hold |
6,400
| – | – | 0.06% | 175 |
|
|
2014
Q2 | $515K | Hold |
6,400
| – | – | 0.05% | 183 |
|
|
2014
Q1 | $497K | Sell |
6,400
-1,200
| -16% | -$93.2K | 0.05% | 189 |
|
|
2013
Q4 | $580K | Hold |
7,600
| – | – | 0.06% | 205 |
|
|
2013
Q3 | $504K | Hold |
7,600
| – | – | 0.06% | 206 |
|
|
2013
Q2 | $464K | Buy |
+7,600
| New | +$464K | 0.05% | 210 |
|