CP
Cumberland Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$629K | – | 183 |
|
|
2024
Q4 | $629K | Sell |
1,000
-1,750
| -64% | -$1.1M | 0.04% | 142 |
|
|
2024
Q3 | $1.71M | Hold |
2,750
| – | – | 0.12% | 106 |
|
|
2024
Q2 | $1.81M | Buy |
2,750
+935
| +52% | +$614K | 0.13% | 99 |
|
|
2024
Q1 | $1.18M | Sell |
1,815
-400
| -18% | -$260K | 0.09% | 115 |
|
|
2023
Q4 | $1.37M | Sell |
2,215
-150
| -6% | -$92.9K | 0.13% | 108 |
|
|
2023
Q3 | $1.21M | Buy |
+2,365
| New | +$1.21M | 0.12% | 110 |
|
|
2023
Q1 | – | Sell |
-14,638
| Closed | -$5.7M | – | 178 |
|
|
2022
Q4 | $5.7M | Sell |
14,638
-17,512
| -54% | -$6.82M | 0.6% | 36 |
|
|
2022
Q3 | $12.5M | Sell |
32,150
-114
| -0.4% | -$44.2K | 1.32% | 24 |
|
|
2022
Q2 | $12.4M | Buy |
32,264
+772
| +2% | +$298K | 1.19% | 26 |
|
|
2022
Q1 | $15.1M | Buy |
31,492
+797
| +3% | +$383K | 1.15% | 27 |
|
|
2021
Q4 | $19.7M | Buy |
30,695
+58
| +0.2% | +$37.3K | 1.39% | 24 |
|
|
2021
Q3 | $16.5M | Sell |
30,637
-911
| -3% | -$491K | 1.35% | 24 |
|
|
2021
Q2 | $15.5M | Sell |
31,548
-1,244
| -4% | -$610K | 1.21% | 29 |
|
|
2021
Q1 | $12.6M | Buy |
32,792
+916
| +3% | +$351K | 1.03% | 30 |
|
|
2020
Q4 | $12.1M | Buy |
+31,876
| New | +$12.1M | 1.09% | 28 |
|