Loring Wolcott & Coolidge Fiduciary Advisors’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 | $728M | Sell |
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|
2025
Q1 | $557M | Buy |
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|
2024
Q4 | $565M | Sell |
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|
2024
Q3 | $566M | Sell |
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|
2024
Q2 | $625M | Sell |
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|
2024
Q1 | $581M | Sell |
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|
2023
Q4 | $610M | Sell |
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|
2023
Q3 | $490M | Sell |
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|
2023
Q2 | $453M | Buy |
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|
2023
Q1 | $440M | Sell |
|
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|
2022
Q4 | $385M | Sell |
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|
2022
Q3 | $384M | Sell |
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|
2022
Q2 | $382M | Sell |
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|
2022
Q1 | $477M | Sell |
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|
2021
Q4 | $654M | Sell |
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|
2021
Q3 | $557M | Sell |
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|
2021
Q2 | $507M | Buy |
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|
2021
Q1 | $395M | Buy |
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|
2020
Q4 | $391M | Buy |
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|
2020
Q3 | $329M | Sell |
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|
2020
Q2 | $300M | Sell |
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|
2020
Q1 | $234M | Sell |
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|
2019
Q4 | $269M | Sell |
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|
2019
Q3 | $274M | Sell |
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|
2019
Q2 | $271M | Sell |
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|
2019
Q1 | $278M | Sell |
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|
2018
Q4 | $214M | Sell |
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|
2018
Q3 | $250M | Sell |
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|
2018
Q2 | $230M | Sell |
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|
2018
Q1 | $202M | Sell |
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|
2017
Q4 | $186M | Sell |
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|
2017
Q3 | $171M | Sell |
|
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|
2017
Q2 | $166M | Sell |
|
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|
2017
Q1 | $144M | Sell |
|
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|
2016
Q4 | $145M | Sell |
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|
2016
Q3 | $140M | Sell |
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|
2016
Q2 | $143M | Sell |
|
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|
2016
Q1 | $136M | Buy |
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|
2015
Q4 | $126M | Buy |
|
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|
2015
Q3 | $128M | Hold |
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|
2015
Q2 | $128M | Sell |
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|
2015
Q1 | $125M | Sell |
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|
2014
Q4 | $120M | Sell |
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|
2014
Q3 | $115M | Buy |
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|
2014
Q2 | $102M | Buy |
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|
2014
Q1 | $94.8M | Sell |
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|
2013
Q4 | $93.3M | Buy |
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|
2013
Q3 | $80.3M | Buy |
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|
2013
Q2 | $71.9M | Buy |
|