Canopy Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
429
+27
| +7% | +$21.3K | 0.12% | 141 |
|
|
2025
Q1 | $247K | Buy |
402
+11
| +3% | +$6.75K | 0.1% | 166 |
|
|
2024
Q4 | $246K | Buy |
+391
| New | +$246K | 0.09% | 160 |
|
|
2024
Q3 | – | Sell |
-306
| Closed | -$201K | – | 216 |
|
|
2024
Q2 | $201K | Sell |
306
-107
| -26% | -$70.3K | 0.09% | 174 |
|
|
2024
Q1 | $268K | Buy |
+413
| New | +$268K | 0.13% | 140 |
|