Choate Investment Advisors’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.11M	Buy	2,562 +57	+2%	+$27.2K	0.02%	224
2025 Q4	$1.66M	Buy	2,505 +155	+7%	+$102K	0.03%	179
2025 Q3	$1.6M	Buy	2,350 +32	+1%	+$23.1K	0.03%	167
2025 Q2	$1.83M	Sell	2,318 -112	-5%	-$75.8K	0.04%	150
2025 Q1	$1.49M	Sell	2,430 -150	-6%	-$90.1K	0.04%	156
2024 Q4	$1.62M	Buy	2,580 +158	+7%	+$101K	0.04%	154
2024 Q3	$1.5M	Buy	2,422 +5	+0.2%	+$3.19K	0.04%	156
2024 Q2	$1.59M	Buy	2,417 +145	+6%	+$89.9K	0.04%	147
2024 Q1	$1.48M	Buy	2,272 +69	+3%	+$44K	0.04%	161
2023 Q4	$1.38M	Buy	2,203 +239	+12%	+$132K	0.04%	153
2023 Q3	$1M	Buy	1,964 +687	+54%	+$348K	0.04%	163
2023 Q2	$585K	Buy	1,277 +81	+7%	+$35.5K	0.02%	190
2023 Q1	$533K	Buy	1,196 +285	+31%	+$117K	0.03%	179
2022 Q4	$355K	Sell	911 -284	-24%	-$113K	0.02%	209
2022 Q3	$463K	Buy	1,195 +10	+0.8%	+$4.32K	0.03%	165
2022 Q2	$457K	Sell	1,185 -30	-2%	-$12.4K	0.03%	175
2022 Q1	$584K	Sell	1,215 -96	-7%	-$49.2K	0.03%	184
2021 Q4	$843K	Buy	1,311 +49	+4%	+$30.2K	0.05%	148
2021 Q3	$681K	Buy	1,262 +410	+48%	+$221K	0.04%	153
2021 Q2	$418K	Buy	+852	New	+$369K	0.03%	192