EIM
Essex Investment Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
3,814
-69
| -2% | -$54.3K | 0.55% | 70 |
|
|
2025
Q1 | $2.38M | Sell |
3,883
-306
| -7% | -$188K | 0.5% | 81 |
|
|
2024
Q4 | $2.63M | Hold |
4,189
| – | – | 0.47% | 93 |
|
|
2024
Q3 | $2.6M | Sell |
4,189
-853
| -17% | -$530K | 0.45% | 97 |
|
|
2024
Q2 | $3.31M | Sell |
5,042
-1,655
| -25% | -$1.09M | 0.62% | 53 |
|
|
2024
Q1 | $4.35M | Sell |
6,697
-1,063
| -14% | -$691K | 0.86% | 32 |
|
|
2023
Q4 | $4.85M | Sell |
7,760
-480
| -6% | -$300K | 0.95% | 22 |
|
|
2023
Q3 | $4.21M | Sell |
8,240
-42
| -0.5% | -$21.5K | 0.69% | 33 |
|
|
2023
Q2 | $3.79M | Sell |
8,282
-509
| -6% | -$233K | 0.53% | 49 |
|
|
2023
Q1 | $3.92M | Sell |
8,791
-4,004
| -31% | -$1.79M | 0.57% | 46 |
|
|
2022
Q4 | $4.98M | Sell |
12,795
-488
| -4% | -$190K | 0.78% | 31 |
|
|
2022
Q3 | $5.15M | Hold |
13,283
| – | – | 0.82% | 27 |
|
|
2022
Q2 | $5.12M | Sell |
13,283
-697
| -5% | -$269K | 0.83% | 27 |
|
|
2022
Q1 | $6.72M | Sell |
13,980
-1,525
| -10% | -$733K | 0.84% | 26 |
|
|
2021
Q4 | $9.97M | Hold |
15,505
| – | – | 1.14% | 11 |
|
|
2021
Q3 | $8.37M | Buy |
15,505
+140
| +0.9% | +$75.5K | 1.03% | 16 |
|
|
2021
Q2 | $7.53M | Sell |
15,365
-1,068
| -6% | -$523K | 0.88% | 16 |
|
|
2021
Q1 | $6.3M | Sell |
16,433
-595
| -3% | -$228K | 0.77% | 28 |
|
|
2020
Q4 | $6.47M | Sell |
17,028
-1,823
| -10% | -$692K | 0.8% | 23 |
|
|
2020
Q3 | $6.15M | Buy |
18,851
+11
| +0.1% | +$3.59K | 0.88% | 15 |
|
|
2020
Q2 | $5.58M | Sell |
18,840
-3,583
| -16% | -$1.06M | 0.91% | 16 |
|
|
2020
Q1 | $5.16M | Sell |
22,423
-911
| -4% | -$210K | 1.04% | 17 |
|
|
2019
Q4 | $6.11M | Sell |
23,334
-11,366
| -33% | -$2.98M | 0.75% | 20 |
|
|
2019
Q3 | $9.23M | Sell |
34,700
-1,916
| -5% | -$510K | 1.33% | 8 |
|
|
2019
Q2 | $9.57M | Sell |
36,616
-447
| -1% | -$117K | 1.31% | 8 |
|
|
2019
Q1 | $9.69M | Sell |
37,063
-14,332
| -28% | -$3.75M | 1.43% | 11 |
|
|
2018
Q4 | $10.1M | Sell |
51,395
-711
| -1% | -$140K | 1.59% | 8 |
|
|
2018
Q3 | $11.8M | Sell |
52,106
-678
| -1% | -$154K | 1.39% | 10 |
|
|
2018
Q2 | $10.8M | Hold |
52,784
| – | – | 1.35% | 9 |
|
|
2018
Q1 | $9.15M | Sell |
52,784
-1,727
| -3% | -$299K | 1.2% | 13 |
|
|
2017
Q4 | $8.6M | Hold |
54,511
| – | – | 1.13% | 15 |
|
|
2017
Q3 | $7.75M | Sell |
54,511
-2,559
| -4% | -$364K | 1.05% | 17 |
|
|
2017
Q2 | $7.58M | Sell |
57,070
-581
| -1% | -$77.2K | 1.08% | 14 |
|
|
2017
Q1 | $6.69M | Sell |
57,651
-813
| -1% | -$94.3K | 1.05% | 16 |
|
|
2016
Q4 | $6.7M | Sell |
58,464
-1,928
| -3% | -$221K | 1.1% | 20 |
|
|
2016
Q3 | $6.64M | Sell |
60,392
-388
| -0.6% | -$42.7K | 1.07% | 22 |
|
|
2016
Q2 | $6.78M | Sell |
60,780
-1,318
| -2% | -$147K | 1.13% | 21 |
|
|
2016
Q1 | $6.46M | Sell |
62,098
-53
| -0.1% | -$5.51K | 1.11% | 25 |
|
|
2015
Q4 | $6M | Sell |
62,151
-182
| -0.3% | -$17.6K | 0.94% | 26 |
|
|
2015
Q3 | $5.53M | Hold |
62,333
| – | – | 0.91% | 31 |
|
|
2015
Q2 | $6.28M | Sell |
62,333
-2,357
| -4% | -$238K | 0.95% | 28 |
|
|
2015
Q1 | $6.27M | Buy |
64,690
+834
| +1% | +$80.9K | 0.88% | 35 |
|
|
2014
Q4 | $5.89M | Buy |
63,856
+50
| +0.1% | +$4.61K | 0.86% | 31 |
|
|
2014
Q3 | $5.59M | Sell |
63,806
-198
| -0.3% | -$17.4K | 0.86% | 28 |
|
|
2014
Q2 | $5.15M | Sell |
64,004
-418
| -0.6% | -$33.7K | 0.76% | 31 |
|
|
2014
Q1 | $5.01M | Sell |
64,422
-8,081
| -11% | -$628K | 0.73% | 30 |
|
|
2013
Q4 | $5.53M | Sell |
72,503
-778
| -1% | -$59.4K | 0.78% | 27 |
|
|
2013
Q3 | $4.86M | Sell |
73,281
-30,090
| -29% | -$2M | 0.74% | 35 |
|
|
2013
Q2 | $6.31M | Buy |
+103,371
| New | +$6.31M | 1.11% | 15 |
|