CCM
Cohen Capital Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
4,265
-25
| -0.6% | -$19.7K | 0.55% | 49 |
|
|
2025
Q1 | $2.63M | Sell |
4,290
-50
| -1% | -$30.7K | 0.45% | 54 |
|
|
2024
Q4 | $2.73M | Hold |
4,340
| – | – | 0.46% | 55 |
|
|
2024
Q3 | $2.7M | Hold |
4,340
| – | – | 0.44% | 58 |
|
|
2024
Q2 | $2.85M | Hold |
4,340
| – | – | 0.49% | 52 |
|
|
2024
Q1 | $2.82M | Hold |
4,340
| – | – | 0.5% | 49 |
|
|
2023
Q4 | $2.71M | Hold |
4,340
| – | – | 0.52% | 49 |
|
|
2023
Q3 | $2.22M | Hold |
4,340
| – | – | 0.45% | 59 |
|
|
2023
Q2 | $1.99M | Hold |
4,340
| – | – | 0.39% | 65 |
|
|
2023
Q1 | $1.93M | Hold |
4,340
| – | – | 0.39% | 65 |
|
|
2022
Q4 | $1.69M | Hold |
4,340
| – | – | 0.34% | 69 |
|
|
2022
Q3 | $1.68M | Hold |
4,340
| – | – | 0.37% | 71 |
|
|
2022
Q2 | $1.67M | Hold |
4,340
| – | – | 0.34% | 75 |
|
|
2022
Q1 | $2.09M | Hold |
4,340
| – | – | 0.37% | 78 |
|
|
2021
Q4 | $2.79M | Hold |
4,340
| – | – | 0.46% | 64 |
|
|
2021
Q3 | $2.34M | Hold |
4,340
| – | – | 0.41% | 73 |
|
|
2021
Q2 | $2.13M | Hold |
4,340
| – | – | 0.36% | 78 |
|
|
2021
Q1 | $1.66M | Hold |
4,340
| – | – | 0.3% | 84 |
|
|
2020
Q4 | $1.65M | Sell |
4,340
-5,640
| -57% | -$2.14M | 0.33% | 78 |
|
|
2020
Q3 | $3.26M | Sell |
9,980
-52
| -0.5% | -$17K | 0.74% | 41 |
|
|
2020
Q2 | $2.97M | Buy |
10,032
+52
| +0.5% | +$15.4K | 0.73% | 41 |
|
|
2020
Q1 | $2.3M | Hold |
9,980
| – | – | 0.67% | 46 |
|
|
2019
Q4 | $2.61M | Hold |
9,980
| – | – | 0.57% | 56 |
|
|
2019
Q3 | $2.65M | Hold |
9,980
| – | – | 0.61% | 49 |
|
|
2019
Q2 | $2.61M | Hold |
9,980
| – | – | 0.61% | 52 |
|
|
2019
Q1 | $2.61M | Hold |
9,980
| – | – | 0.63% | 48 |
|
|
2018
Q4 | $1.97M | Hold |
9,980
| – | – | 0.54% | 54 |
|
|
2018
Q3 | $2.27M | Hold |
9,980
| – | – | 0.51% | 63 |
|
|
2018
Q2 | $2.04M | Hold |
9,980
| – | – | 0.47% | 67 |
|
|
2018
Q1 | $1.87M | Sell |
9,980
-2,095
| -17% | -$392K | 0.44% | 71 |
|
|
2017
Q4 | $1.91M | Buy |
12,075
+95
| +0.8% | +$15K | 0.44% | 67 |
|
|
2017
Q3 | $1.7M | Hold |
11,980
| – | – | 0.41% | 69 |
|
|
2017
Q2 | $1.59M | Hold |
11,980
| – | – | 0.4% | 66 |
|
|
2017
Q1 | $1.39M | Hold |
11,980
| – | – | 0.35% | 71 |
|
|
2016
Q4 | $1.37M | Hold |
11,980
| – | – | 0.37% | 66 |
|
|
2016
Q3 | $1.32M | Buy |
11,980
+350
| +3% | +$38.5K | 0.37% | 67 |
|
|
2016
Q2 | $1.3M | Hold |
11,630
| – | – | 0.38% | 65 |
|
|
2016
Q1 | $1.12M | Hold |
11,630
| – | – | 0.34% | 68 |
|
|
2015
Q4 | $1.12M | Hold |
11,630
| – | – | 0.34% | 68 |
|
|
2015
Q3 | $1.03M | Hold |
11,630
| – | – | 0.31% | 74 |
|
|
2015
Q2 | $1.17M | Hold |
11,630
| – | – | 0.3% | 76 |
|
|
2015
Q1 | $1.13M | Hold |
11,630
| – | – | 0.29% | 76 |
|
|
2014
Q4 | $1.07M | Hold |
11,630
| – | – | 0.28% | 75 |
|
|
2014
Q3 | $1.02M | Hold |
11,630
| – | – | 0.27% | 77 |
|
|
2014
Q2 | $937K | Hold |
11,630
| – | – | 0.24% | 79 |
|
|
2014
Q1 | $904K | Hold |
11,630
| – | – | 0.24% | 79 |
|
|
2013
Q4 | $888K | Hold |
11,630
| – | – | 0.25% | 78 |
|
|
2013
Q3 | $771K | Hold |
11,630
| – | – | 0.24% | 78 |
|
|
2013
Q2 | $710K | Buy |
+11,630
| New | +$710K | 0.23% | 80 |
|