Coppell Advisory Solutions’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-121
| Closed | -$76.6K | – | 1070 |
|
|
2024
Q4 | $76.6K | Sell |
121
-30
| -20% | -$19K | 0.01% | 479 |
|
|
2024
Q3 | $93.5K | Buy |
151
+59
| +64% | +$36.5K | 0.01% | 411 |
|
|
2024
Q2 | $60.5K | Buy |
+92
| New | +$60.5K | 0.01% | 451 |
|
|
2023
Q4 | $15.6K | Buy |
+25
| New | +$15.6K | ﹤0.01% | 813 |
|
|
2023
Q3 | – | Sell |
-18
| Closed | -$8.21K | – | 1359 |
|
|
2023
Q2 | $8.21K | Buy |
+18
| New | +$8.21K | ﹤0.01% | 739 |
|