West Coast Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $269K | Hold |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $562K | Sell |
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|
2021
Q3 | $495K | Hold |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $351K | Hold |
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|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $325K | Buy |
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|
2020
Q2 | $295K | Buy |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $276K | Buy |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $270K | Buy |
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|
2018
Q4 | $203K | Buy |
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|
2018
Q3 | $235K | Buy |
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|
2018
Q2 | $211K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $355K | Buy |
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|
2015
Q4 | $330K | Buy |
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|
2015
Q3 | $303K | Buy |
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|
2015
Q2 | $344K | Buy |
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|
2015
Q1 | $331K | Buy |
|