Cove Private Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Hold |
1,740
| – | – | 0.48% | 57 |
|
|
2025
Q1 | $1.07M | Sell |
1,740
-325
| -16% | -$200K | 0.56% | 48 |
|
|
2024
Q4 | $1.3M | Hold |
2,065
| – | – | 0.78% | 34 |
|
|
2024
Q3 | $1.28M | Hold |
2,065
| – | – | 1% | 29 |
|
|
2024
Q2 | $1.36M | Hold |
2,065
| – | – | 1.08% | 25 |
|
|
2024
Q1 | $1.34M | Hold |
2,065
| – | – | 1.15% | 27 |
|
|
2023
Q4 | $1.29M | Buy |
+2,065
| New | +$1.29M | 1.22% | 28 |
|