Cohen Investment Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
6,754
+112
| +2% | +$88.2K | 2.78% | 9 |
|
|
2025
Q1 | $4.08M | Buy |
6,642
+773
| +13% | +$475K | 2.37% | 11 |
|
|
2024
Q4 | $3.69M | Buy |
5,869
+79
| +1% | +$49.7K | 2.22% | 14 |
|
|
2024
Q3 | $3.6M | Sell |
5,790
-481
| -8% | -$299K | 2.2% | 13 |
|
|
2024
Q2 | $3.2M | Buy |
6,271
+26
| +0.4% | +$13.3K | 2.58% | 8 |
|
|
2024
Q1 | $4.06M | Buy |
6,245
+621
| +11% | +$404K | 2.63% | 7 |
|
|
2023
Q4 | $3.52M | Sell |
5,624
-647
| -10% | -$404K | 2.59% | 8 |
|
|
2023
Q3 | $3.2M | Buy |
6,271
+469
| +8% | +$240K | 2.58% | 8 |
|
|
2023
Q2 | $2.66M | Sell |
5,802
-448
| -7% | -$205K | 2.14% | 14 |
|
|
2023
Q1 | $2.79M | Sell |
6,250
-96
| -2% | -$42.8K | 2.2% | 15 |
|
|
2022
Q4 | $2.47M | Buy |
6,346
+39
| +0.6% | +$15.2K | 2.06% | 21 |
|
|
2022
Q3 | $2.44M | Sell |
6,307
-38
| -0.6% | -$14.7K | 2.24% | 12 |
|
|
2022
Q2 | $2.45M | Buy |
6,345
+97
| +2% | +$37.4K | 2.09% | 16 |
|
|
2022
Q1 | $3.01M | Sell |
6,248
-54
| -0.9% | -$26K | 2.23% | 11 |
|
|
2021
Q4 | $4.05M | Sell |
6,302
-99
| -2% | -$63.7K | 2.89% | 5 |
|
|
2021
Q3 | $3.45M | Sell |
6,401
-30
| -0.5% | -$16.2K | 2.65% | 5 |
|
|
2021
Q2 | $3.15M | Sell |
6,431
-305
| -5% | -$149K | 2.45% | 10 |
|
|
2021
Q1 | $2.46M | Buy |
6,736
+384
| +6% | +$140K | 2% | 21 |
|
|
2020
Q4 | $2.41M | Buy |
+6,352
| New | +$2.41M | 2.18% | 17 |
|