Coastal Bridge 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 | $1.06M | Buy |
1,340
+45
| +3% | +$35.4K | 0.09% | 205 |
|
|
2025
Q1 | $795K | Buy |
+1,295
| New | +$795K | 0.2% | 117 |
|
|
2019
Q1 | – | Sell |
-1,489
| Closed | -$293K | – | 137 |
|
|
2018
Q4 | $293K | Sell |
1,489
-123
| -8% | -$24.2K | 0.12% | 92 |
|
|
2018
Q3 | $367K | Hold |
1,612
| – | – | 0.14% | 85 |
|
|
2018
Q2 | $329K | Hold |
1,612
| – | – | 0.13% | 87 |
|
|
2018
Q1 | $279K | Hold |
1,612
| – | – | 0.1% | 97 |
|
|
2017
Q4 | $256K | Hold |
1,612
| – | – | 0.08% | 98 |
|
|
2017
Q3 | $229K | Hold |
1,612
| – | – | 0.08% | 98 |
|
|
2017
Q2 | $214K | Buy |
+1,612
| New | +$214K | 0.07% | 95 |
|