CFG
Cooper Financial Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
1,761
-264
| -13% | -$208K | 0.16% | 109 |
|
|
2025
Q1 | $1.24M | Buy |
2,025
+33
| +2% | +$20.3K | 0.16% | 116 |
|
|
2024
Q4 | $1.25M | Buy |
1,992
+172
| +9% | +$108K | 0.15% | 113 |
|
|
2024
Q3 | $1.13M | Sell |
1,820
-32
| -2% | -$19.9K | 0.15% | 123 |
|
|
2024
Q2 | $1.22M | Buy |
1,852
+115
| +7% | +$75.6K | 0.18% | 98 |
|
|
2024
Q1 | $1.13M | Buy |
1,737
+155
| +10% | +$101K | 0.19% | 107 |
|
|
2023
Q4 | $989K | Buy |
1,582
+481
| +44% | +$301K | 0.18% | 111 |
|
|
2023
Q3 | $563K | Buy |
1,101
+5
| +0.5% | +$2.56K | 0.14% | 175 |
|
|
2023
Q2 | $502K | Buy |
1,096
+131
| +14% | +$60K | 0.12% | 187 |
|
|
2023
Q1 | $430K | Buy |
965
+117
| +14% | +$52.2K | 0.12% | 194 |
|
|
2022
Q4 | $330K | Buy |
848
+211
| +33% | +$82.2K | 0.1% | 205 |
|
|
2022
Q3 | $247K | Buy |
637
+44
| +7% | +$17.1K | 0.09% | 212 |
|
|
2022
Q2 | $229K | Buy |
593
+82
| +16% | +$31.7K | 0.08% | 217 |
|
|
2022
Q1 | $246K | Buy |
511
+24
| +5% | +$11.6K | 0.09% | 205 |
|
|
2021
Q4 | $313K | Buy |
487
+65
| +15% | +$41.8K | 0.12% | 166 |
|
|
2021
Q3 | $228K | Buy |
+422
| New | +$228K | 0.05% | 223 |
|
|
2021
Q1 | – | Sell |
-532
| Closed | -$202K | – | 277 |
|
|
2020
Q4 | $202K | Buy |
+532
| New | +$202K | 0.04% | 281 |
|