Welch & Forbes’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
4,864
+450
| +10% | +$354K | 0.05% | 142 |
|
|
2025
Q1 | $2.71M | Hold |
4,414
| – | – | 0.04% | 162 |
|
|
2024
Q4 | $2.77M | Buy |
4,414
+6
| +0.1% | +$3.77K | 0.04% | 160 |
|
|
2024
Q3 | $2.74M | Sell |
4,408
-145
| -3% | -$90K | 0.03% | 162 |
|
|
2024
Q2 | $2.96M | Sell |
4,553
-25
| -0.5% | -$16.3K | 0.04% | 154 |
|
|
2024
Q1 | $2.98M | Sell |
4,578
-29
| -0.6% | -$18.9K | 0.04% | 157 |
|
|
2023
Q4 | $2.88M | Hold |
4,607
| – | – | 0.04% | 158 |
|
|
2023
Q3 | $2.35M | Buy |
4,607
+54
| +1% | +$27.6K | 0.04% | 169 |
|
|
2023
Q2 | $2.09M | Sell |
4,553
-1
| -0% | -$458 | 0.03% | 180 |
|
|
2023
Q1 | $2.03M | Buy |
4,554
+12
| +0.3% | +$5.35K | 0.03% | 177 |
|
|
2022
Q4 | $1.77M | Hold |
4,542
| – | – | 0.03% | 181 |
|
|
2022
Q3 | $1.76M | Buy |
4,542
+29
| +0.6% | +$11.2K | 0.03% | 182 |
|
|
2022
Q2 | $1.74M | Hold |
4,513
| – | – | 0.03% | 183 |
|
|
2022
Q1 | $2.17M | Hold |
4,513
| – | – | 0.03% | 173 |
|
|
2021
Q4 | $2.9M | Hold |
4,513
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $2.44M | Hold |
4,513
| – | – | 0.04% | 165 |
|
|
2021
Q2 | $2.21M | Buy |
4,513
+657
| +17% | +$322K | 0.04% | 169 |
|
|
2021
Q1 | $1.48M | Hold |
3,856
| – | – | 0.03% | 186 |
|
|
2020
Q4 | $1.47M | Hold |
3,856
| – | – | 0.03% | 184 |
|
|
2020
Q3 | $1.26M | Hold |
3,856
| – | – | 0.03% | 183 |
|
|
2020
Q2 | $1.14M | Sell |
3,856
-1,450
| -27% | -$429K | 0.03% | 184 |
|
|
2020
Q1 | $1.22M | Hold |
5,306
| – | – | 0.03% | 177 |
|
|
2019
Q4 | $1.39M | Hold |
5,306
| – | – | 0.03% | 188 |
|
|
2019
Q3 | $1.41M | Buy |
5,306
+415
| +8% | +$110K | 0.03% | 183 |
|
|
2019
Q2 | $1.28M | Hold |
4,891
| – | – | 0.03% | 191 |
|
|
2019
Q1 | $1.28M | Hold |
4,891
| – | – | 0.03% | 187 |
|
|
2018
Q4 | $963K | Hold |
4,891
| – | – | 0.03% | 199 |
|
|
2018
Q3 | $1.11M | Hold |
4,891
| – | – | 0.03% | 196 |
|
|
2018
Q2 | $999K | Hold |
4,891
| – | – | 0.03% | 198 |
|
|
2018
Q1 | $848K | Buy |
+4,891
| New | +$848K | 0.02% | 215 |
|