A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Intuit Inc stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 1,194 shares of INTU stock, worth $729,139. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,194
Previous 1,223 2.37%
Holding current value
$729,139
Previous $545,000 43.85%
% of portfolio
0.3%
Previous 0.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$562.97 - $670.27 $16,326 - $19,437
-29 Reduced 2.37%
1,194 $784,000
Q1 2023

May 10, 2023

BUY
$375.62 - $452.16 $3,004 - $3,617
8 Added 0.66%
1,223 $545,000
Q4 2022

Jan 18, 2023

SELL
$356.47 - $432.08 $22,101 - $26,788
-62 Reduced 4.86%
1,215 $0
Q3 2022

Oct 12, 2022

BUY
$379.87 - $489.23 $8,737 - $11,252
23 Added 1.83%
1,277 $495,000
Q2 2022

Jul 18, 2022

SELL
$353.31 - $505.65 $1,413 - $2,022
-4 Reduced 0.32%
1,254 $483,000
Q1 2022

Apr 13, 2022

SELL
$424.63 - $631.47 $17,409 - $25,890
-41 Reduced 3.16%
1,258 $605,000
Q4 2021

Jan 19, 2022

BUY
$525.35 - $694.66 $23,640 - $31,259
45 Added 3.59%
1,299 $836,000
Q3 2021

Nov 09, 2021

SELL
$491.05 - $577.92 $1,473 - $1,733
-3 Reduced 0.24%
1,254 $677,000
Q2 2021

Aug 16, 2021

BUY
$392.04 - $491.4 $1,960 - $2,457
5 Added 0.4%
1,257 $616,000
Q4 2020

Feb 12, 2021

BUY
$314.68 - $381.16 $393,979 - $477,212
1,252 New
1,252 $476,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $172B
  • Description
  • Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & ...
More about INTU
Track This Portfolio

Track Cerro Pacific Wealth Advisors LLC Portfolio

Follow Cerro Pacific Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.