Coastal Bridge Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $904K | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $795K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $293K | Sell |
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|
2018
Q3 | $367K | Hold |
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|
2018
Q2 | $329K | Hold |
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $256K | Hold |
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|
2017
Q3 | $229K | Hold |
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|
2017
Q2 | $214K | Buy |
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