LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728M | Sell |
923,694
-10,794
| -1% | -$8.5M | 6.43% | 3 |
|
|
2025
Q1 | $557M | Buy |
934,488
+2,860
| +0.3% | +$1.7M | 5.42% | 4 |
|
|
2024
Q4 | $565M | Sell |
931,628
-4,971
| -0.5% | -$3.02M | 4.86% | 5 |
|
|
2024
Q3 | $566M | Sell |
936,599
-1,344
| -0.1% | -$812K | 5.05% | 4 |
|
|
2024
Q2 | $625M | Sell |
937,943
-14,587
| -2% | -$9.72M | 5.75% | 3 |
|
|
2024
Q1 | $581M | Sell |
952,530
-14,398
| -1% | -$8.78M | 5.77% | 3 |
|
|
2023
Q4 | $610M | Sell |
966,928
-13,020
| -1% | -$8.22M | 6.05% | 3 |
|
|
2023
Q3 | $490M | Sell |
979,948
-7,651
| -0.8% | -$3.83M | 5.49% | 3 |
|
|
2023
Q2 | $453M | Buy |
987,599
+490
| +0% | +$225K | 4.83% | 3 |
|
|
2023
Q1 | $440M | Sell |
987,109
-1,953
| -0.2% | -$871K | 5.04% | 3 |
|
|
2022
Q4 | $385M | Sell |
989,062
-1,430
| -0.1% | -$557K | 4.76% | 4 |
|
|
2022
Q3 | $384M | Sell |
990,492
-117
| -0% | -$45.3K | 4.99% | 4 |
|
|
2022
Q2 | $382M | Sell |
990,609
-1,859
| -0.2% | -$717K | 4.69% | 5 |
|
|
2022
Q1 | $477M | Sell |
992,468
-24,823
| -2% | -$11.9M | 4.9% | 4 |
|
|
2021
Q4 | $654M | Sell |
1,017,291
-15,756
| -2% | -$10.1M | 6% | 2 |
|
|
2021
Q3 | $557M | Sell |
1,033,047
-1,788
| -0.2% | -$965K | 5.52% | 3 |
|
|
2021
Q2 | $507M | Buy |
1,034,835
+3,706
| +0.4% | +$1.82M | 5.14% | 3 |
|
|
2021
Q1 | $395M | Buy |
1,031,129
+2,386
| +0.2% | +$914K | 4.37% | 4 |
|
|
2020
Q4 | $391M | Buy |
1,028,743
+19,275
| +2% | +$7.32M | 4.37% | 4 |
|
|
2020
Q3 | $329M | Sell |
1,009,468
-3,461
| -0.3% | -$1.13M | 4.13% | 5 |
|
|
2020
Q2 | $300M | Sell |
1,012,929
-3,059
| -0.3% | -$906K | 4.14% | 5 |
|
|
2020
Q1 | $234M | Sell |
1,015,988
-12,753
| -1% | -$2.93M | 3.92% | 6 |
|
|
2019
Q4 | $269M | Sell |
1,028,741
-2,712
| -0.3% | -$710K | 3.64% | 7 |
|
|
2019
Q3 | $274M | Sell |
1,031,453
-3,836
| -0.4% | -$1.02M | 3.98% | 5 |
|
|
2019
Q2 | $271M | Sell |
1,035,289
-29,582
| -3% | -$7.73M | 3.94% | 4 |
|
|
2019
Q1 | $278M | Sell |
1,064,871
-21,041
| -2% | -$5.5M | 4.23% | 3 |
|
|
2018
Q4 | $214M | Sell |
1,085,912
-14,840
| -1% | -$2.92M | 3.87% | 3 |
|
|
2018
Q3 | $250M | Sell |
1,100,752
-23,063
| -2% | -$5.24M | 3.97% | 3 |
|
|
2018
Q2 | $230M | Sell |
1,123,815
-39,432
| -3% | -$8.06M | 3.99% | 2 |
|
|
2018
Q1 | $202M | Sell |
1,163,247
-14,188
| -1% | -$2.46M | 3.66% | 5 |
|
|
2017
Q4 | $186M | Sell |
1,177,435
-24,498
| -2% | -$3.87M | 3.41% | 6 |
|
|
2017
Q3 | $171M | Sell |
1,201,933
-6,877
| -0.6% | -$977K | 3.3% | 7 |
|
|
2017
Q2 | $166M | Sell |
1,208,810
-33,545
| -3% | -$4.6M | 3.3% | 7 |
|
|
2017
Q1 | $144M | Sell |
1,242,355
-22,265
| -2% | -$2.58M | 3.01% | 8 |
|
|
2016
Q4 | $145M | Sell |
1,264,620
-6,253
| -0.5% | -$717K | 3.23% | 6 |
|
|
2016
Q3 | $140M | Sell |
1,270,873
-12,095
| -0.9% | -$1.33M | 3.2% | 6 |
|
|
2016
Q2 | $143M | Sell |
1,282,968
-26,348
| -2% | -$2.94M | 3.29% | 6 |
|
|
2016
Q1 | $136M | Buy |
1,309,316
+945
| +0.1% | +$98.3K | 3.21% | 6 |
|
|
2015
Q4 | $126M | Buy |
1,308,371
+34,655
| +3% | +$3.34M | 3.13% | 5 |
|
|
2015
Q3 | $128M | Hold |
1,273,716
| – | – | 3.27% | 4 |
|
|
2015
Q2 | $128M | Sell |
1,273,716
-16,481
| -1% | -$1.66M | 3.27% | 4 |
|
|
2015
Q1 | $125M | Sell |
1,290,197
-11,829
| -0.9% | -$1.15M | 3.16% | 6 |
|
|
2014
Q4 | $120M | Sell |
1,302,026
-8,880
| -0.7% | -$819K | 3.07% | 8 |
|
|
2014
Q3 | $115M | Buy |
1,310,906
+46,365
| +4% | +$4.06M | 3.11% | 7 |
|
|
2014
Q2 | $102M | Buy |
1,264,541
+44,516
| +4% | +$3.58M | 2.76% | 10 |
|
|
2014
Q1 | $94.8M | Sell |
1,220,025
-1,913
| -0.2% | -$149K | 2.59% | 11 |
|
|
2013
Q4 | $93.3M | Buy |
1,221,938
+11,332
| +0.9% | +$865K | 2.57% | 11 |
|
|
2013
Q3 | $80.3M | Buy |
1,210,606
+33,430
| +3% | +$2.22M | 2.45% | 13 |
|
|
2013
Q2 | $71.9M | Buy |
+1,177,176
| New | +$71.9M | 2.25% | 12 |
|