CWM
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Copia Wealth Management’s Intuit INTU Stock Holding History

Copia Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31.5K Hold
40
– – 0.03% 201
2025
Q1 		$24.6K Hold
40
– – 0.02% 208
2024
Q4 		$25.1K Buy
+40
New +$25.1K 0.02% 191