CIBC Private Wealth Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Sell |
31,672
-789
| -2% | -$621K | 0.04% | 261 |
|
|
2025
Q1 | $17.7M | Sell |
32,461
-128,956
| -80% | -$70.2M | 0.04% | 265 |
|
|
2024
Q4 | $101M | Sell |
161,417
-3,623
| -2% | -$2.27M | 0.18% | 121 |
|
|
2024
Q3 | $102M | Sell |
165,040
-1,086
| -0.7% | -$674K | 0.18% | 120 |
|
|
2024
Q2 | $110M | Buy |
166,126
+2,957
| +2% | +$1.95M | 0.21% | 115 |
|
|
2024
Q1 | $104M | Sell |
163,169
-2,317
| -1% | -$1.48M | 0.2% | 114 |
|
|
2023
Q4 | $103M | Buy |
165,486
+41,681
| +34% | +$26.1M | 0.22% | 108 |
|
|
2023
Q3 | $63.3M | Buy |
123,805
+28,133
| +29% | +$14.4M | 0.15% | 134 |
|
|
2023
Q2 | $43.8M | Buy |
95,672
+2,841
| +3% | +$1.3M | 0.1% | 178 |
|
|
2023
Q1 | $37.2M | Sell |
92,831
-1,006
| -1% | -$403K | 0.08% | 191 |
|
|
2022
Q4 | $5.64M | Sell |
93,837
-93,165
| -50% | -$5.6M | 0.02% | 321 |
|
|
2022
Q3 | $72.4M | Sell |
187,002
-4,117
| -2% | -$1.59M | 0.2% | 112 |
|
|
2022
Q2 | $73.7M | Buy |
191,119
+167,484
| +709% | +$64.6M | 0.19% | 113 |
|
|
2022
Q1 | $11.4M | Sell |
23,635
-1,408
| -6% | -$677K | 0.02% | 310 |
|
|
2021
Q4 | $16.1M | Buy |
25,043
+742
| +3% | +$477K | 0.03% | 288 |
|
|
2021
Q3 | $13.1M | Sell |
24,301
-1,551
| -6% | -$837K | 0.03% | 306 |
|
|
2021
Q2 | $12.7M | Sell |
25,852
-86,830
| -77% | -$42.6M | 0.03% | 318 |
|
|
2021
Q1 | $43.2M | Buy |
112,682
+6,645
| +6% | +$2.55M | 0.11% | 159 |
|
|
2020
Q4 | $40.3M | Sell |
106,037
-78,979
| -43% | -$30M | 0.11% | 154 |
|
|
2020
Q3 | $60.3M | Buy |
+185,016
| New | +$60.3M | 0.18% | 115 |
|
|
2020
Q2 | – | Sell |
-185,875
| Closed | -$42.8M | – | 695 |
|
|
2020
Q1 | $42.8M | Buy |
185,875
+154,809
| +498% | +$35.6M | 0.18% | 114 |
|
|
2019
Q4 | $8.14M | Sell |
31,066
-43
| -0.1% | -$11.3K | 0.03% | 313 |
|
|
2019
Q3 | $8.27M | Buy |
31,109
+10,394
| +50% | +$2.76M | 0.03% | 302 |
|
|
2019
Q2 | $5.41M | Sell |
20,715
-11,834
| -36% | -$3.09M | 0.02% | 354 |
|
|
2019
Q1 | $8.51M | Buy |
32,549
+7,701
| +31% | +$2.01M | 0.03% | 296 |
|
|
2018
Q4 | $4.89M | Buy |
24,848
+9,931
| +67% | +$1.95M | 0.02% | 338 |
|
|
2018
Q3 | $3.39M | Buy |
14,917
+10,491
| +237% | +$2.39M | 0.01% | 417 |
|
|
2018
Q2 | $904K | Buy |
4,426
+44
| +1% | +$8.99K | ﹤0.01% | 668 |
|
|
2018
Q1 | $760K | Buy |
4,382
+2,658
| +154% | +$461K | ﹤0.01% | 693 |
|
|
2017
Q4 | $272K | Sell |
1,724
-20,979
| -92% | -$3.31M | ﹤0.01% | 884 |
|
|
2017
Q3 | $3.23M | Sell |
22,703
-1,570
| -6% | -$223K | 0.01% | 402 |
|
|
2017
Q2 | $3.22M | Sell |
24,273
-105
| -0.4% | -$13.9K | 0.02% | 327 |
|
|
2017
Q1 | $2.83M | Sell |
24,378
-41
| -0.2% | -$4.76K | 0.02% | 330 |
|
|
2016
Q4 | $2.8M | Sell |
24,419
-53
| -0.2% | -$6.08K | 0.02% | 331 |
|
|
2016
Q3 | $2.69M | Sell |
24,472
-3,295
| -12% | -$362K | 0.02% | 330 |
|
|
2016
Q2 | $3.1M | Sell |
27,767
-1,361
| -5% | -$152K | 0.02% | 311 |
|
|
2016
Q1 | $3.03M | Sell |
29,128
-2,197
| -7% | -$228K | 0.02% | 306 |
|
|
2015
Q4 | $3.02M | Buy |
31,325
+698
| +2% | +$67.3K | 0.02% | 313 |
|
|
2015
Q3 | $2.72M | Buy |
30,627
+1,661
| +6% | +$147K | 0.02% | 324 |
|
|
2015
Q2 | $2.92M | Sell |
28,966
-930
| -3% | -$93.7K | 0.02% | 338 |
|
|
2015
Q1 | $2.9M | Sell |
29,896
-8,001
| -21% | -$776K | 0.02% | 336 |
|
|
2014
Q4 | $3.5M | Sell |
37,897
-836
| -2% | -$77.1K | 0.03% | 318 |
|
|
2014
Q3 | $3.39M | Sell |
38,733
-1,471
| -4% | -$129K | 0.03% | 319 |
|
|
2014
Q2 | $3.24M | Sell |
40,204
-1,466
| -4% | -$118K | 0.03% | 322 |
|
|
2014
Q1 | $3.29M | Buy |
+41,670
| New | +$3.29M | 0.03% | 321 |
|