Kovitz Investment Group 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 | $36.2M | Buy |
45,956
+2,056
| +5% | +$1.62M | 0.15% | 124 |
|
|
2025
Q1 | $27M | Sell |
43,900
-1,168
| -3% | -$717K | 0.14% | 141 |
|
|
2024
Q4 | $28.5M | Buy |
45,068
+6,922
| +18% | +$4.38M | 0.14% | 135 |
|
|
2024
Q3 | $21.6M | Buy |
38,146
+1,312
| +4% | +$743K | 0.15% | 126 |
|
|
2024
Q2 | $24.4M | Buy |
36,834
+32,533
| +756% | +$21.6M | 0.21% | 80 |
|
|
2024
Q1 | $2.8M | Buy |
+4,301
| New | +$2.8M | 0.04% | 262 |
|