NPA
Nichols & Pratt Advisers’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9M | Sell |
49,394
-95
| -0.2% | -$74.8K | 2.61% | 14 |
|
|
2025
Q1 | $30.4M | Sell |
49,489
-130
| -0.3% | -$79.8K | 2.08% | 19 |
|
|
2024
Q4 | $31.2M | Sell |
49,619
-1,226
| -2% | -$771K | 2.08% | 16 |
|
|
2024
Q3 | $31.5M | Sell |
50,845
-439
| -0.9% | -$272K | 2.04% | 20 |
|
|
2024
Q2 | $33.7M | Sell |
51,284
-90
| -0.2% | -$59.1K | 2.28% | 16 |
|
|
2024
Q1 | $33.3M | Sell |
51,374
-1,516
| -3% | -$983K | 2.24% | 16 |
|
|
2023
Q4 | $33.1M | Sell |
52,890
-318
| -0.6% | -$199K | 2.35% | 14 |
|
|
2023
Q3 | $27.2M | Sell |
53,208
-4
| -0% | -$2.04K | 2.06% | 18 |
|
|
2023
Q2 | $24.4M | Buy |
53,212
+1,694
| +3% | +$775K | 1.77% | 20 |
|
|
2023
Q1 | $22.9M | Buy |
51,518
+5,938
| +13% | +$2.64M | 1.76% | 19 |
|
|
2022
Q4 | $17.7M | Buy |
45,580
+970
| +2% | +$378K | 1.43% | 23 |
|
|
2022
Q3 | $17.3M | Buy |
44,610
+761
| +2% | +$295K | 1.54% | 20 |
|
|
2022
Q2 | $16.9M | Buy |
43,849
+270
| +0.6% | +$104K | 1.38% | 23 |
|
|
2022
Q1 | $21M | Sell |
43,579
-735
| -2% | -$353K | 1.52% | 24 |
|
|
2021
Q4 | $28.5M | Sell |
44,314
-665
| -1% | -$428K | 1.97% | 18 |
|
|
2021
Q3 | $24.4M | Buy |
44,979
+665
| +2% | +$361K | 1.85% | 20 |
|
|
2021
Q2 | $21.7M | Sell |
44,314
-258
| -0.6% | -$126K | 1.64% | 24 |
|
|
2021
Q1 | $17.1M | Sell |
44,572
-325
| -0.7% | -$125K | 1.33% | 28 |
|
|
2020
Q4 | $17M | Buy |
44,897
+460
| +1% | +$175K | 1.35% | 25 |
|
|
2020
Q3 | $14.5M | Sell |
44,437
-2,936
| -6% | -$959K | 1.25% | 28 |
|
|
2020
Q2 | $14M | Buy |
47,373
+5,920
| +14% | +$1.76M | 1.25% | 29 |
|
|
2020
Q1 | $9.5M | Buy |
41,453
+65
| +0.2% | +$14.9K | 0.95% | 37 |
|
|
2019
Q4 | $10.8M | Sell |
41,388
-1,560
| -4% | -$409K | 0.89% | 37 |
|
|
2019
Q3 | $11.4M | Sell |
42,948
-475
| -1% | -$126K | 0.93% | 36 |
|
|
2019
Q2 | $11.4M | Sell |
43,423
-775
| -2% | -$203K | 0.93% | 36 |
|
|
2019
Q1 | $11.6M | Sell |
44,198
-65
| -0.1% | -$17K | 0.97% | 36 |
|
|
2018
Q4 | $8.71M | Sell |
44,263
-774
| -2% | -$152K | 0.82% | 39 |
|
|
2018
Q3 | $10.2M | Buy |
45,037
+448
| +1% | +$102K | 0.85% | 41 |
|
|
2018
Q2 | $9.11M | Sell |
44,589
-780
| -2% | -$159K | 0.82% | 41 |
|
|
2018
Q1 | $7.86M | Sell |
45,369
-10
| -0% | -$1.73K | 0.71% | 41 |
|
|
2017
Q4 | $7.16M | Sell |
45,379
-25
| -0.1% | -$3.95K | 0.62% | 42 |
|
|
2017
Q3 | $6.45M | Sell |
45,404
-17
| -0% | -$2.42K | 0.58% | 42 |
|
|
2017
Q2 | $6.03M | Sell |
45,421
-500
| -1% | -$66.4K | 0.55% | 43 |
|
|
2017
Q1 | $5.33M | Sell |
45,921
-1,214
| -3% | -$141K | 0.49% | 43 |
|
|
2016
Q4 | $5.4M | Sell |
47,135
-400
| -0.8% | -$45.8K | 0.51% | 42 |
|
|
2016
Q3 | $5.23M | Buy |
47,535
+500
| +1% | +$55K | 0.48% | 42 |
|
|
2016
Q2 | $5.25M | Sell |
47,035
-180
| -0.4% | -$20.1K | 0.48% | 43 |
|
|
2016
Q1 | $4.91M | Buy |
47,215
+1,110
| +2% | +$116K | 0.45% | 45 |
|
|
2015
Q4 | $4.45M | Buy |
46,105
+1,250
| +3% | +$121K | 0.43% | 47 |
|
|
2015
Q3 | $3.98M | Buy |
44,855
+350
| +0.8% | +$31.1K | 0.4% | 49 |
|
|
2015
Q2 | $4.49M | Buy |
44,505
+2,980
| +7% | +$300K | 0.42% | 49 |
|
|
2015
Q1 | $4.03M | Buy |
41,525
+3,370
| +9% | +$327K | 0.37% | 49 |
|
|
2014
Q4 | $3.52M | Buy |
38,155
+3,100
| +9% | +$286K | 0.31% | 50 |
|
|
2014
Q3 | $3.07M | Buy |
35,055
+400
| +1% | +$35.1K | 0.27% | 53 |
|
|
2014
Q2 | $2.79M | Sell |
34,655
-2,375
| -6% | -$191K | 0.24% | 54 |
|
|
2014
Q1 | $2.88M | Sell |
37,030
-1,850
| -5% | -$144K | 0.26% | 54 |
|
|
2013
Q4 | $2.97M | Buy |
38,880
+100
| +0.3% | +$7.63K | 0.28% | 53 |
|
|
2013
Q3 | $2.57M | Sell |
38,780
-100
| -0.3% | -$6.63K | 0.26% | 53 |
|
|
2013
Q2 | $2.37M | Buy |
+38,880
| New | +$2.37M | 0.25% | 54 |
|