Coastline Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Hold |
153
| – | – | 0.01% | 219 |
|
|
2025
Q1 | $93.9K | Sell |
153
-105
| -41% | -$64.5K | 0.01% | 231 |
|
|
2024
Q4 | $162K | Sell |
258
-8
| -3% | -$5.03K | 0.02% | 213 |
|
|
2024
Q3 | $165K | Sell |
266
-85
| -24% | -$52.8K | 0.02% | 222 |
|
|
2024
Q2 | $231K | Sell |
351
-20
| -5% | -$13.1K | 0.03% | 236 |
|
|
2024
Q1 | $241K | Sell |
371
-190
| -34% | -$124K | 0.03% | 232 |
|
|
2023
Q4 | $351K | Sell |
561
-20
| -3% | -$12.5K | 0.05% | 216 |
|
|
2023
Q3 | $297K | Sell |
581
-75
| -11% | -$38.3K | 0.04% | 223 |
|
|
2023
Q2 | $301K | Sell |
656
-47
| -7% | -$21.5K | 0.04% | 241 |
|
|
2023
Q1 | $313K | Sell |
703
-65
| -8% | -$29K | 0.05% | 244 |
|
|
2022
Q4 | $299K | Sell |
768
-390
| -34% | -$152K | 0.04% | 247 |
|
|
2022
Q3 | $448K | Sell |
1,158
-1,120
| -49% | -$433K | 0.07% | 224 |
|
|
2022
Q2 | $878K | Sell |
2,278
-2,502
| -52% | -$964K | 0.13% | 185 |
|
|
2022
Q1 | $2.3M | Buy |
4,780
+5
| +0.1% | +$2.4K | 0.28% | 129 |
|
|
2021
Q4 | $3.07M | Sell |
4,775
-62
| -1% | -$39.9K | 0.35% | 98 |
|
|
2021
Q3 | $2.61M | Sell |
4,837
-202
| -4% | -$109K | 0.32% | 105 |
|
|
2021
Q2 | $2.47M | Sell |
5,039
-121
| -2% | -$59.3K | 0.31% | 115 |
|
|
2021
Q1 | $1.98M | Buy |
5,160
+280
| +6% | +$107K | 0.25% | 136 |
|
|
2020
Q4 | $1.85M | Buy |
4,880
+60
| +1% | +$22.8K | 0.25% | 140 |
|
|
2020
Q3 | $1.57M | Sell |
4,820
-45
| -0.9% | -$14.7K | 0.24% | 143 |
|
|
2020
Q2 | $1.44M | Sell |
4,865
-40
| -0.8% | -$11.8K | 0.23% | 150 |
|
|
2020
Q1 | $1.13M | Buy |
4,905
+925
| +23% | +$213K | 0.2% | 163 |
|
|
2019
Q4 | $1.04M | Buy |
3,980
+695
| +21% | +$182K | 0.14% | 203 |
|
|
2019
Q3 | $873K | Sell |
3,285
-92
| -3% | -$24.4K | 0.13% | 208 |
|
|
2019
Q2 | $883K | Buy |
3,377
+201
| +6% | +$52.6K | 0.13% | 205 |
|
|
2019
Q1 | $831K | Sell |
3,176
-4
| -0.1% | -$1.05K | 0.12% | 207 |
|
|
2018
Q4 | $626K | Buy |
3,180
+200
| +7% | +$39.4K | 0.11% | 213 |
|
|
2018
Q3 | $678K | Buy |
2,980
+95
| +3% | +$21.6K | 0.1% | 235 |
|
|
2018
Q2 | $589K | Buy |
2,885
+585
| +25% | +$119K | 0.09% | 241 |
|
|
2018
Q1 | $398K | Buy |
2,300
+280
| +14% | +$48.5K | 0.06% | 265 |
|
|
2017
Q4 | $319K | Buy |
2,020
+560
| +38% | +$88.4K | 0.05% | 274 |
|
|
2017
Q3 | $208K | Buy |
+1,460
| New | +$208K | 0.04% | 288 |
|