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
2026 Q1	$527K	Buy	1,219 +39	+3%	+$18.6K	0.14%	100
2025 Q4	$781K	Buy	1,180 +190	+19%	+$126K	0.21%	76
2025 Q3	$676K	Sell	990 -38	-4%	-$27.4K	0.19%	92
2025 Q2	$809K	Sell	1,028 -122	-11%	-$82.6K	0.22%	80
2025 Q1	$722K	Buy	1,150 +42	+4%	+$25.2K	0.23%	81
2024 Q4	$688K	Sell	1,108 -86	-7%	-$55K	0.23%	86
2024 Q3	$785K	Hold	1,194	–	–	0.3%	73
2024 Q2	$785K	Buy	+1,194	New	+$741K	0.3%	74
2023 Q1	$545K	Buy	1,223 +8	+0.7%	+$3.28K	0.3%	83
2022 Q4	$473K	Sell	1,215 -62	-5%	-$24.6K	0.25%	92
2022 Q3	$495K	Buy	1,277 +23	+2%	+$9.94K	0.3%	85
2022 Q2	$483K	Sell	1,254 -4	-0.3%	-$1.66K	0.3%	91
2022 Q1	$605K	Sell	1,258 -41	-3%	-$21K	0.37%	85
2021 Q4	$836K	Buy	1,299 +45	+4%	+$27.8K	0.53%	56
2021 Q3	$677K	Sell	1,254 -3	-0.2%	-$1.62K	0.49%	65
2021 Q2	$616K	Buy	+1,257	New	+$545K	0.46%	67
2020 Q4	$476K	Buy	+1,252	New	+$440K	0.28%	77