Cercano Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Hold |
619
| – | – | 0.01% | 109 |
|
|
2025
Q1 | $380K | Hold |
619
| – | – | 0.01% | 112 |
|
|
2024
Q4 | $389K | Hold |
619
| – | – | 0.01% | 134 |
|
|
2024
Q3 | $384K | Buy |
+619
| New | +$384K | 0.01% | 121 |
|
|
2023
Q2 | – | Sell |
-27,392
| Closed | -$12.2M | – | 122 |
|
|
2023
Q1 | $12.2M | Buy |
+27,392
| New | +$12.2M | 0.49% | 46 |
|