Essex Savings Bank’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
476
-62
| -12% | -$48.8K | 0.09% | 187 |
|
|
2025
Q1 | $330K | Sell |
538
-108
| -17% | -$66.3K | 0.08% | 201 |
|
|
2024
Q4 | $406K | Buy |
646
+22
| +4% | +$13.8K | 0.1% | 172 |
|
|
2024
Q3 | $388K | Sell |
624
-30
| -5% | -$18.6K | 0.1% | 182 |
|
|
2024
Q2 | $430K | Buy |
654
+39
| +6% | +$25.6K | 0.12% | 157 |
|
|
2024
Q1 | $384K | Hold |
615
| – | – | 0.11% | 159 |
|
|
2023
Q4 | $384K | Buy |
615
+165
| +37% | +$103K | 0.11% | 158 |
|
|
2023
Q3 | $230K | Sell |
450
-65
| -13% | -$33.2K | 0.08% | 209 |
|
|
2023
Q2 | $236K | Buy |
+515
| New | +$236K | 0.08% | 204 |
|
|
2022
Q1 | – | Sell |
-535
| Closed | -$344K | – | 231 |
|
|
2021
Q4 | $344K | Sell |
535
-122
| -19% | -$78.4K | 0.12% | 159 |
|
|
2021
Q3 | $372K | Sell |
657
-20
| -3% | -$11.3K | 0.14% | 147 |
|
|
2021
Q2 | $298K | Buy |
677
+52
| +8% | +$22.9K | 0.12% | 163 |
|
|
2021
Q1 | $244K | Buy |
625
+16
| +3% | +$6.25K | 0.11% | 171 |
|
|
2020
Q4 | $232K | Sell |
609
-113
| -16% | -$43K | 0.1% | 175 |
|
|
2020
Q3 | $236K | Buy |
+722
| New | +$236K | 0.12% | 168 |
|
|
2019
Q3 | – | Sell |
-1,052
| Closed | -$275K | – | 392 |
|
|
2019
Q2 | $275K | Buy |
1,052
+542
| +106% | +$142K | 0.1% | 181 |
|
|
2019
Q1 | $133K | Hold |
510
| – | – | 0.08% | 184 |
|
|
2018
Q4 | $100K | Buy |
+510
| New | +$100K | 0.06% | 208 |
|