Cerro Pacific Wealth Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$809K Sell
2025
Q1
$722K Buy
2024
Q4
$688K Sell
2024
Q3
$785K Hold
2024
Q2
$785K Buy
2023
Q1
$545K Buy
2022
Q4
$473K Sell
2022
Q3
$495K Buy
2022
Q2
$483K Sell
2022
Q1
$605K Sell
2021
Q4
$836K Buy
2021
Q3
$677K Sell
2021
Q2
$616K Buy
2020
Q4
$476K Buy