Essex Financial Services’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
2025
Q1
$847K Buy
2024
Q4
$859K Buy
2024
Q3
$826K Buy
2024
Q2
$833K Buy
2024
Q1
$665K Buy
2023
Q4
$588K Buy
2023
Q3
$447K Buy
2023
Q2
$348K Buy
2023
Q1
$310K Sell
2022
Q4
$272K Sell
2022
Q3
$280K Sell
2022
Q2
$307K Buy
2022
Q1
$335K Buy
2021
Q4
$437K Hold
2021
Q3
$367K Buy
2021
Q2
$248K Hold
2021
Q1
$248K Hold
2020
Q4
$246K Hold
2020
Q3
$211K Buy