West Coast Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-429
| Closed | -$263K | – | 69 |
|
|
2025
Q1 | $263K | Buy |
429
+1
| +0.2% | +$614 | 0.03% | 149 |
|
|
2024
Q4 | $269K | Hold |
428
| – | – | 0.03% | 146 |
|
|
2024
Q3 | $266K | Buy |
428
+1
| +0.2% | +$621 | 0.03% | 155 |
|
|
2024
Q2 | $281K | Hold |
427
| – | – | 0.03% | 140 |
|
|
2024
Q1 | $277K | Sell |
427
-70
| -14% | -$45.5K | 0.03% | 140 |
|
|
2023
Q4 | $311K | Hold |
497
| – | – | 0.04% | 124 |
|
|
2023
Q3 | $254K | Buy |
497
+2
| +0.4% | +$1.02K | 0.04% | 129 |
|
|
2023
Q2 | $227K | Hold |
495
| – | – | 0.03% | 142 |
|
|
2023
Q1 | $221K | Buy |
+495
| New | +$221K | 0.03% | 130 |
|
|
2022
Q4 | – | Sell |
-560
| Closed | -$217K | – | 130 |
|
|
2022
Q3 | $217K | Buy |
560
+1
| +0.2% | +$388 | 0.04% | 114 |
|
|
2022
Q2 | $216K | Hold |
559
| – | – | 0.04% | 121 |
|
|
2022
Q1 | $269K | Sell |
559
-314
| -36% | -$151K | 0.04% | 114 |
|
|
2021
Q4 | $562K | Sell |
873
-44
| -5% | -$28.3K | 0.08% | 85 |
|
|
2021
Q3 | $495K | Hold |
917
| – | – | 0.08% | 89 |
|
|
2021
Q2 | $449K | Buy |
917
+1
| +0.1% | +$490 | 0.07% | 95 |
|
|
2021
Q1 | $351K | Hold |
916
| – | – | 0.06% | 99 |
|
|
2020
Q4 | $348K | Sell |
916
-82
| -8% | -$31.2K | 0.07% | 89 |
|
|
2020
Q3 | $325K | Buy |
998
+1
| +0.1% | +$326 | 0.07% | 93 |
|
|
2020
Q2 | $295K | Buy |
997
+1
| +0.1% | +$296 | 0.07% | 91 |
|
|
2020
Q1 | $229K | Sell |
996
-41
| -4% | -$9.43K | 0.06% | 92 |
|
|
2019
Q4 | $272K | Buy |
1,037
+1
| +0.1% | +$262 | 0.06% | 96 |
|
|
2019
Q3 | $276K | Buy |
1,036
+1
| +0.1% | +$266 | 0.06% | 99 |
|
|
2019
Q2 | $271K | Buy |
1,035
+1
| +0.1% | +$262 | 0.06% | 98 |
|
|
2019
Q1 | $270K | Buy |
1,034
+1
| +0.1% | +$261 | 0.06% | 103 |
|
|
2018
Q4 | $203K | Buy |
1,033
+1
| +0.1% | +$197 | 0.06% | 104 |
|
|
2018
Q3 | $235K | Buy |
1,032
+1
| +0.1% | +$228 | 0.05% | 123 |
|
|
2018
Q2 | $211K | Buy |
+1,031
| New | +$211K | 0.06% | 102 |
|
|
2016
Q2 | – | Sell |
-3,417
| Closed | -$355K | – | 116 |
|
|
2016
Q1 | $355K | Buy |
3,417
+2
| +0.1% | +$208 | 0.15% | 72 |
|
|
2015
Q4 | $330K | Buy |
3,415
+2
| +0.1% | +$193 | 0.14% | 77 |
|
|
2015
Q3 | $303K | Buy |
3,413
+1
| +0% | +$89 | 0.14% | 78 |
|
|
2015
Q2 | $344K | Buy |
3,412
+2
| +0.1% | +$202 | 0.15% | 75 |
|
|
2015
Q1 | $331K | Buy |
+3,410
| New | +$331K | 0.15% | 74 |
|