Cottonwood Capital 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 | $336K | Sell |
427
-5
| -1% | -$3.94K | 0.23% | 87 |
|
|
2025
Q1 | $265K | Sell |
432
-54
| -11% | -$33.2K | 0.2% | 93 |
|
|
2024
Q4 | $305K | Buy |
486
+115
| +31% | +$72.3K | 0.22% | 93 |
|
|
2024
Q3 | $230K | Sell |
371
-7
| -2% | -$4.35K | 0.17% | 106 |
|
|
2024
Q2 | $246K | Sell |
378
-17
| -4% | -$11.1K | 0.19% | 98 |
|
|
2024
Q1 | $242K | Sell |
395
-41
| -9% | -$25.1K | 0.19% | 103 |
|
|
2023
Q4 | $273K | Buy |
+436
| New | +$273K | 0.22% | 95 |
|
|
2022
Q1 | – | Sell |
-374
| Closed | -$241K | – | 108 |
|
|
2021
Q4 | $241K | Buy |
+374
| New | +$241K | 0.19% | 86 |
|