EFS
Essex Financial Services’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
1,417
+38
| +3% | +$29.9K | 0.07% | 234 |
|
|
2025
Q1 | $847K | Buy |
1,379
+13
| +1% | +$7.98K | 0.06% | 261 |
|
|
2024
Q4 | $859K | Buy |
1,366
+11
| +0.8% | +$6.92K | 0.06% | 260 |
|
|
2024
Q3 | $826K | Buy |
1,355
+25
| +2% | +$15.2K | 0.06% | 283 |
|
|
2024
Q2 | $833K | Buy |
1,330
+307
| +30% | +$192K | 0.06% | 272 |
|
|
2024
Q1 | $665K | Buy |
1,023
+82
| +9% | +$53.3K | 0.06% | 275 |
|
|
2023
Q4 | $588K | Buy |
941
+66
| +8% | +$41.3K | 0.06% | 276 |
|
|
2023
Q3 | $447K | Buy |
875
+115
| +15% | +$58.8K | 0.05% | 301 |
|
|
2023
Q2 | $348K | Buy |
760
+65
| +9% | +$29.8K | 0.04% | 339 |
|
|
2023
Q1 | $310K | Sell |
695
-5
| -0.7% | -$2.23K | 0.03% | 378 |
|
|
2022
Q4 | $272K | Sell |
700
-22
| -3% | -$8.55K | 0.03% | 380 |
|
|
2022
Q3 | $280K | Sell |
722
-75
| -9% | -$29.1K | 0.03% | 355 |
|
|
2022
Q2 | $307K | Buy |
797
+101
| +15% | +$38.9K | 0.03% | 346 |
|
|
2022
Q1 | $335K | Buy |
696
+16
| +2% | +$7.7K | 0.03% | 348 |
|
|
2021
Q4 | $437K | Hold |
680
| – | – | 0.04% | 308 |
|
|
2021
Q3 | $367K | Buy |
680
+32
| +5% | +$17.3K | 0.04% | 312 |
|
|
2021
Q2 | $248K | Hold |
648
| – | – | 0.04% | 375 |
|
|
2021
Q1 | $248K | Hold |
648
| – | – | 0.04% | 303 |
|
|
2020
Q4 | $246K | Hold |
648
| – | – | 0.05% | 276 |
|
|
2020
Q3 | $211K | Buy |
+648
| New | +$211K | 0.05% | 254 |
|