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 |
-429
| Closed | -$263K | – | 69 |
|
|
2025
Q1 | $263K | Buy |
429
+1
| +0.2% | +$601 | 0.03% | 149 |
|
|
2024
Q4 | $269K | Hold |
428
| – | – | 0.03% | 146 |
|
|
2024
Q3 | $266K | Buy |
428
+1
| +0.2% | +$638 | 0.03% | 155 |
|
|
2024
Q2 | $281K | Hold |
427
| – | – | 0.03% | 140 |
|
|
2024
Q1 | $277K | Sell |
427
-70
| -14% | -$44.7K | 0.03% | 140 |
|
|
2023
Q4 | $311K | Hold |
497
| – | – | 0.04% | 124 |
|
|
2023
Q3 | $254K | Buy |
497
+2
| +0.4% | +$1.01K | 0.04% | 129 |
|
|
2023
Q2 | $227K | Hold |
495
| – | – | 0.03% | 142 |
|
|
2023
Q1 | $221K | Buy |
+495
| New | +$203K | 0.03% | 130 |
|
|
2022
Q4 | – | Sell |
-560
| Closed | -$217K | – | 130 |
|
|
2022
Q3 | $217K | Buy |
560
+1
| +0.2% | +$432 | 0.04% | 114 |
|
|
2022
Q2 | $216K | Hold |
559
| – | – | 0.04% | 121 |
|
|
2022
Q1 | $269K | Sell |
559
-314
| -36% | -$161K | 0.04% | 114 |
|
|
2021
Q4 | $562K | Sell |
873
-44
| -5% | -$27.2K | 0.08% | 85 |
|
|
2021
Q3 | $495K | Hold |
917
| – | – | 0.08% | 89 |
|
|
2021
Q2 | $449K | Buy |
917
+1
| +0.1% | +$434 | 0.07% | 95 |
|
|
2021
Q1 | $351K | Hold |
916
| – | – | 0.06% | 99 |
|
|
2020
Q4 | $348K | Sell |
916
-82
| -8% | -$28.8K | 0.07% | 89 |
|
|
2020
Q3 | $325K | Buy |
998
+1
| +0.1% | +$313 | 0.07% | 93 |
|
|
2020
Q2 | $295K | Buy |
997
+1
| +0.1% | +$274 | 0.07% | 91 |
|
|
2020
Q1 | $229K | Sell |
996
-41
| -4% | -$11.1K | 0.06% | 92 |
|
|
2019
Q4 | $272K | Buy |
1,037
+1
| +0.1% | +$261 | 0.06% | 96 |
|
|
2019
Q3 | $276K | Buy |
1,036
+1
| +0.1% | +$275 | 0.06% | 99 |
|
|
2019
Q2 | $271K | Buy |
1,035
+1
| +0.1% | +$254 | 0.06% | 98 |
|
|
2019
Q1 | $270K | Buy |
1,034
+1
| +0.1% | +$231 | 0.06% | 103 |
|
|
2018
Q4 | $203K | Buy |
1,033
+1
| +0.1% | +$208 | 0.06% | 104 |
|
|
2018
Q3 | $235K | Buy |
1,032
+1
| +0.1% | +$215 | 0.05% | 123 |
|
|
2018
Q2 | $211K | Buy |
+1,031
| New | +$198K | 0.06% | 102 |
|
|
2016
Q2 | – | Sell |
-3,417
| Closed | -$355K | – | 116 |
|
|
2016
Q1 | $355K | Buy |
3,417
+2
| +0.1% | +$193 | 0.15% | 72 |
|
|
2015
Q4 | $330K | Buy |
3,415
+2
| +0.1% | +$193 | 0.14% | 77 |
|
|
2015
Q3 | $303K | Buy |
3,413
+1
| +0% | +$97 | 0.14% | 78 |
|
|
2015
Q2 | $344K | Buy |
3,412
+2
| +0.1% | +$204 | 0.15% | 75 |
|
|
2015
Q1 | $331K | Buy |
+3,410
| New | +$317K | 0.15% | 74 |
|
Other funds holding INTU
West Coast Financial's INTU Position: Q2 2025 in Review
West Coast Financial sold out of Intuit (INTU) in Q2 2025, closing a stake of 429 shares — an estimated $263K sold.
West Coast Financial first reported a position in INTU in Q1 2015 and held it in 32 quarters. The position peaked at $562K in Q4 2021. 2,210 funds tracked by Wall St. Rank hold INTU as of Q2 2025.
- West Coast Financial reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
- West Coast Financial sold 429 Intuit shares in Q2 2025, an estimated $263K.
- West Coast Financial first reported a position in Intuit in Q1 2015 and held it in 32 quarters.
- West Coast Financial's Intuit position peaked at $562K in Q4 2021.
- 2,210 funds tracked by Wall St. Rank held Intuit as of Q2 2025.
Based on West Coast Financial's 13F filing for Q2 2025.