Sandy Cove Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
349
-18
| -5% | -$14.2K | 0.1% | 106 |
|
|
2025
Q1 | $225K | Buy |
367
+32
| +10% | +$19.7K | 0.09% | 111 |
|
|
2024
Q4 | $211K | Buy |
335
+10
| +3% | +$6.29K | 0.08% | 120 |
|
|
2024
Q3 | $202K | Buy |
+325
| New | +$202K | 0.08% | 120 |
|
|
2022
Q2 | – | Sell |
-259
| Closed | -$125K | – | 228 |
|
|
2022
Q1 | $125K | Hold |
259
| – | – | 0.1% | 111 |
|
|
2021
Q4 | $167K | Buy |
+259
| New | +$167K | 0.14% | 88 |
|