Choate Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
2,318
-112
| -5% | -$88.2K | 0.04% | 150 |
|
|
2025
Q1 | $1.49M | Sell |
2,430
-150
| -6% | -$92.1K | 0.04% | 156 |
|
|
2024
Q4 | $1.62M | Buy |
2,580
+158
| +7% | +$99.3K | 0.04% | 154 |
|
|
2024
Q3 | $1.5M | Buy |
2,422
+5
| +0.2% | +$3.11K | 0.04% | 156 |
|
|
2024
Q2 | $1.59M | Buy |
2,417
+145
| +6% | +$95.3K | 0.04% | 147 |
|
|
2024
Q1 | $1.48M | Buy |
2,272
+69
| +3% | +$44.9K | 0.04% | 161 |
|
|
2023
Q4 | $1.38M | Buy |
2,203
+239
| +12% | +$149K | 0.04% | 153 |
|
|
2023
Q3 | $1M | Buy |
1,964
+687
| +54% | +$351K | 0.04% | 163 |
|
|
2023
Q2 | $585K | Buy |
1,277
+81
| +7% | +$37.1K | 0.02% | 190 |
|
|
2023
Q1 | $533K | Buy |
1,196
+285
| +31% | +$127K | 0.03% | 179 |
|
|
2022
Q4 | $355K | Sell |
911
-284
| -24% | -$111K | 0.02% | 209 |
|
|
2022
Q3 | $463K | Buy |
1,195
+10
| +0.8% | +$3.87K | 0.03% | 165 |
|
|
2022
Q2 | $457K | Sell |
1,185
-30
| -2% | -$11.6K | 0.03% | 175 |
|
|
2022
Q1 | $584K | Sell |
1,215
-96
| -7% | -$46.1K | 0.03% | 184 |
|
|
2021
Q4 | $843K | Buy |
1,311
+49
| +4% | +$31.5K | 0.05% | 148 |
|
|
2021
Q3 | $681K | Buy |
1,262
+410
| +48% | +$221K | 0.04% | 153 |
|
|
2021
Q2 | $418K | Buy |
+852
| New | +$418K | 0.03% | 192 |
|