CPWA
Cerro Pacific Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
1,028
-122
| -11% | -$96.1K | 0.22% | 80 |
|
|
2025
Q1 | $722K | Buy |
1,150
+42
| +4% | +$26.4K | 0.23% | 81 |
|
|
2024
Q4 | $688K | Sell |
1,108
-86
| -7% | -$53.4K | 0.23% | 86 |
|
|
2024
Q3 | $785K | Hold |
1,194
| – | – | 0.3% | 73 |
|
|
2024
Q2 | $785K | Buy |
+1,194
| New | +$785K | 0.3% | 74 |
|
|
2023
Q1 | $545K | Buy |
1,223
+8
| +0.7% | +$3.57K | 0.3% | 83 |
|
|
2022
Q4 | $473K | Sell |
1,215
-62
| -5% | -$24.1K | 0.25% | 92 |
|
|
2022
Q3 | $495K | Buy |
1,277
+23
| +2% | +$8.92K | 0.3% | 85 |
|
|
2022
Q2 | $483K | Sell |
1,254
-4
| -0.3% | -$1.54K | 0.3% | 91 |
|
|
2022
Q1 | $605K | Sell |
1,258
-41
| -3% | -$19.7K | 0.37% | 85 |
|
|
2021
Q4 | $836K | Buy |
1,299
+45
| +4% | +$29K | 0.53% | 56 |
|
|
2021
Q3 | $677K | Sell |
1,254
-3
| -0.2% | -$1.62K | 0.49% | 65 |
|
|
2021
Q2 | $616K | Buy |
+1,257
| New | +$616K | 0.46% | 67 |
|
|
2020
Q4 | $476K | Buy |
+1,252
| New | +$476K | 0.28% | 77 |
|