NAMM
NorthStar Asset Management (Massachusetts)’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
19,964
-423
| -2% | -$333K | 4.35% | 6 |
|
|
2025
Q1 | $12.5M | Sell |
20,387
-229
| -1% | -$141K | 3.7% | 10 |
|
|
2024
Q4 | $13M | Sell |
20,616
-545
| -3% | -$343K | 3.4% | 10 |
|
|
2024
Q3 | $13.1M | Sell |
21,161
-77
| -0.4% | -$47.8K | 3.23% | 12 |
|
|
2024
Q2 | $14M | Sell |
21,238
-348
| -2% | -$229K | 3.56% | 11 |
|
|
2024
Q1 | $14M | Sell |
21,586
-4,165
| -16% | -$2.71M | 2.46% | 11 |
|
|
2023
Q4 | $16.1M | Sell |
25,751
-260
| -1% | -$163K | 4.65% | 6 |
|
|
2023
Q3 | $13.3M | Sell |
26,011
-137
| -0.5% | -$70K | 4.25% | 9 |
|
|
2023
Q2 | $12M | Sell |
26,148
-3
| -0% | -$1.38K | 3.53% | 10 |
|
|
2023
Q1 | $11.7M | Buy |
26,151
+743
| +3% | +$331K | 3.59% | 10 |
|
|
2022
Q4 | $9.89M | Buy |
25,408
+1,257
| +5% | +$489K | 3.3% | 12 |
|
|
2022
Q3 | $9.35M | Buy |
24,151
+1,012
| +4% | +$392K | 3.24% | 12 |
|
|
2022
Q2 | $8.92M | Buy |
23,139
+927
| +4% | +$357K | 2.93% | 13 |
|
|
2022
Q1 | $10.7M | Sell |
22,212
-2,956
| -12% | -$1.42M | 2.93% | 15 |
|
|
2021
Q4 | $16.2M | Sell |
25,168
-2,808
| -10% | -$1.81M | 4.07% | 6 |
|
|
2021
Q3 | $15.1M | Sell |
27,976
-1,297
| -4% | -$700K | 3.99% | 4 |
|
|
2021
Q2 | $14.3M | Buy |
29,273
+674
| +2% | +$330K | 3.84% | 5 |
|
|
2021
Q1 | $11M | Buy |
+28,599
| New | +$11M | 3.45% | 9 |
|