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 |
|