Ownership history in Talbot Financial, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Talbot Financial, LLC reported a position in INTUIT (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 39,126 | -283 | -0.7% | 2.13% | $25.9M | $661.20 |
| 2025 Q3 | ADDED | 39,409 | +2,988 | +8.2% | 2.28% | $26.9M | $680.41 |
| 2025 Q2 | ADDED | 36,421 | +4,515 | +14.2% | 2.72% | $28.7M | $783.69 |
| 2025 Q1 | REDUCED | 31,906 | -1,083 | -3.3% | 2.45% | $19.6M | $609.85 |
| 2024 Q4 | REDUCED | 32,989 | -442 | -1.3% | 2.47% | $20.7M | $623.23 |
| 2024 Q3 | ADDED | 33,431 | +78 | +0.2% | 2.53% | $20.8M | $614.76 |
| 2024 Q2 | ADDED | 33,353 | +159 | +0.5% | 2.83% | $21.9M | $649.71 |
| 2024 Q1 | REDUCED | 33,194 | -94 | -0.3% | 2.89% | $21.6M | $641.68 |
| 2023 Q4 | ADDED | 33,288 | +1,212 | +3.8% | 3.13% | $20.8M | $616.10 |
| 2023 Q3 | ADDED | 32,076 | +86 | +0.3% | 2.86% | $16.4M | $502.77 |
As of 2025 Q4 — sorted by position size