Plimoth Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Sell |
1,116
-27
| -2% | -$21.3K | 0.21% | 94 |
|
|
2025
Q1 | $702K | Sell |
1,143
-27
| -2% | -$16.6K | 0.18% | 101 |
|
|
2024
Q4 | $735K | Sell |
1,170
-20
| -2% | -$12.6K | 0.19% | 98 |
|
|
2024
Q3 | $739K | Sell |
1,190
-35
| -3% | -$21.7K | 0.19% | 102 |
|
|
2024
Q2 | $805K | Sell |
1,225
-15
| -1% | -$9.86K | 0.21% | 92 |
|
|
2024
Q1 | $806K | Sell |
1,240
-5
| -0.4% | -$3.25K | 0.21% | 92 |
|
|
2023
Q4 | $778K | Sell |
1,245
-60
| -5% | -$37.5K | 0.22% | 96 |
|
|
2023
Q3 | $667K | Sell |
1,305
-75
| -5% | -$38.3K | 0.21% | 104 |
|
|
2023
Q2 | $632K | Sell |
1,380
-165
| -11% | -$75.6K | 0.19% | 108 |
|
|
2023
Q1 | $689K | Sell |
1,545
-20
| -1% | -$8.92K | 0.21% | 106 |
|
|
2022
Q4 | $609K | Hold |
1,565
| – | – | 0.2% | 117 |
|
|
2022
Q3 | $606K | Sell |
1,565
-290
| -16% | -$112K | 0.21% | 114 |
|
|
2022
Q2 | $715K | Sell |
1,855
-102
| -5% | -$39.3K | 0.23% | 113 |
|
|
2022
Q1 | $941K | Sell |
1,957
-13
| -0.7% | -$6.25K | 0.25% | 101 |
|
|
2021
Q4 | $1.27M | Sell |
1,970
-50
| -2% | -$32.2K | 0.32% | 86 |
|
|
2021
Q3 | $1.09M | Sell |
2,020
-63
| -3% | -$34K | 0.31% | 86 |
|
|
2021
Q2 | $1.02M | Sell |
2,083
-88
| -4% | -$43.1K | 0.29% | 91 |
|
|
2021
Q1 | $832K | Sell |
2,171
-150
| -6% | -$57.5K | 0.25% | 104 |
|
|
2020
Q4 | $882K | Sell |
2,321
-377
| -14% | -$143K | 0.28% | 92 |
|
|
2020
Q3 | $880K | Hold |
2,698
| – | – | 0.3% | 87 |
|
|
2020
Q2 | $799K | Sell |
2,698
-136
| -5% | -$40.3K | 0.28% | 95 |
|
|
2020
Q1 | $652K | Hold |
2,834
| – | – | 0.27% | 102 |
|
|
2019
Q4 | $742K | Sell |
2,834
-25
| -0.9% | -$6.55K | 0.24% | 115 |
|
|
2019
Q3 | $760K | Sell |
2,859
-132
| -4% | -$35.1K | 0.25% | 114 |
|
|
2019
Q2 | $782K | Hold |
2,991
| – | – | 0.26% | 113 |
|
|
2019
Q1 | $782K | Hold |
2,991
| – | – | 0.26% | 107 |
|
|
2018
Q4 | $589K | Sell |
2,991
-30
| -1% | -$5.91K | 0.22% | 121 |
|
|
2018
Q3 | $687K | Hold |
3,021
| – | – | 0.22% | 119 |
|
|
2018
Q2 | $617K | Hold |
3,021
| – | – | 0.21% | 124 |
|
|
2018
Q1 | $524K | Sell |
3,021
-34
| -1% | -$5.9K | 0.18% | 137 |
|
|
2017
Q4 | $482K | Buy |
+3,055
| New | +$482K | 0.17% | 134 |
|