Cohen Klingenstein’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,600	Closed	-$12.8M	–	215
2024 Q3	$12.8M	Hold	20,600	–	–	0.45%	40
2024 Q2	$13.5M	Hold	20,600	–	–	0.49%	37
2024 Q1	$13.4M	Hold	20,600	–	–	0.5%	37
2023 Q4	$12.9M	Hold	20,600	–	–	0.53%	37
2023 Q3	$10.5M	Hold	20,600	–	–	0.48%	43
2023 Q2	$9.44M	Hold	20,600	–	–	0.41%	44
2023 Q1	$9.18M	Hold	20,600	–	–	0.43%	43
2022 Q4	$8.02M	Hold	20,600	–	–	0.4%	49
2022 Q3	$7.98M	Hold	20,600	–	–	0.42%	41
2022 Q2	$7.94M	Hold	20,600	–	–	0.4%	48
2022 Q1	$9.91M	Hold	20,600	–	–	0.41%	44
2021 Q4	$13.3M	Hold	20,600	–	–	0.52%	34
2021 Q3	$11.1M	Hold	20,600	–	–	0.49%	38
2021 Q2	$10.1M	Hold	20,600	–	–	0.43%	49
2021 Q1	$7.89M	Hold	20,600	–	–	0.36%	60
2020 Q4	$7.83M	Hold	20,600	–	–	0.39%	55
2020 Q3	$6.72M	Hold	20,600	–	–	0.38%	58
2020 Q2	$6.1M	Hold	20,600	–	–	0.37%	59
2020 Q1	$4.74M	Hold	20,600	–	–	0.35%	63
2019 Q4	$5.4M	Hold	20,600	–	–	0.31%	73
2019 Q3	$5.48M	Hold	20,600	–	–	0.34%	67
2019 Q2	$5.38M	Hold	20,600	–	–	0.38%	64
2019 Q1	$5.39M	Hold	20,600	–	–	0.38%	57
2018 Q4	$4.06M	Hold	20,600	–	–	0.61%	26
2018 Q3	$4.68M	Hold	20,600	–	–	0.6%	26
2018 Q2	$4.21M	Hold	20,600	–	–	0.58%	29
2018 Q1	$3.57M	Hold	20,600	–	–	0.51%	32
2017 Q4	$3.25M	Hold	20,600	–	–	0.46%	36
2017 Q3	$2.93M	Hold	20,600	–	–	0.44%	43
2017 Q2	$2.74M	Hold	20,600	–	–	0.43%	46
2017 Q1	$2.39M	Hold	20,600	–	–	0.38%	52
2016 Q4	$2.36M	Hold	20,600	–	–	0.4%	47
2016 Q3	$2.27M	Hold	20,600	–	–	0.39%	51
2016 Q2	$2.3M	Hold	20,600	–	–	0.42%	44
2016 Q1	$2.14M	Hold	20,600	–	–	0.4%	45
2015 Q4	$1.99M	Buy	+20,600	New	+$1.99M	0.37%	46