Independent Solutions Wealth Management, LLC Intuit Inc Transaction History

Independent Solutions Wealth Management, LLC

$512 Billion
Q2 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 4,582 shares of INTU stock, worth $3.07 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

4,582

Previous 4,593 0.24%

Holding current value

$3.07 Million

Previous $2.82 Billion 27.97%

% of portfolio

0.7%

Previous 0.63%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$544.07 - $787.63 $5,984 - $8,663	-11 Reduced 0.24%	4,582 $3.61 Billion
Q1 2025 Apr 23, 2025	BUY	$555.63 - $630.23 $38,894 - $44,116	70 Added 1.55%	4,593 $2.82 Billion
Q4 2024 Feb 11, 2025	SELL	$602.01 - $706.25 $72,241 - $84,750	-120 Reduced 2.58%	4,523 $2.84 Billion
Q3 2024 Dec 19, 2024	SELL	$602.97 - $670.49 $65,120 - $72,412	-108 Reduced 2.27%	4,643 $2.88 Billion
Q2 2024 Dec 19, 2024	SELL	$562.97 - $670.27 $43,348 - $51,610	-77 Reduced 1.59%	4,751 $3.12 Billion
Q1 2024 Dec 19, 2024	SELL	$586.82 - $669.36 $109,735 - $125,170	-187 Reduced 3.73%	4,828 $3.14 Billion
Q4 2023 Dec 19, 2024	BUY	$479.45 - $629.12 $102,122 - $134,002	213 Added 4.44%	5,015 $3.13 Billion
Q3 2023 Dec 19, 2024	BUY	$448.19 - $553.61 $42,129 - $52,039	94 Added 2.0%	4,802 $2.45 Billion
Q2 2023 Dec 19, 2024	SELL	$406.09 - $459.63 $2,842 - $3,217	-7 Reduced 0.15%	4,708 $2.16 Billion
Q1 2023 Dec 19, 2024	BUY	$375.62 - $452.16 $131,467 - $158,256	350 Added 8.02%	4,715 $2.1 Billion
Q4 2022 Dec 19, 2024	SELL	$356.47 - $432.08 $41,706 - $50,553	-117 Reduced 2.61%	4,365 $1.7 Billion
Q3 2022 Dec 19, 2024	SELL	$379.87 - $489.23 $22,032 - $28,375	-58 Reduced 1.28%	4,482 $1.74 Billion
Q2 2022 Dec 19, 2024	BUY	$353.31 - $505.65 $567,769 - $812,579	1,607 Added 54.79%	4,540 $1.75 Billion
Q1 2022 Dec 19, 2024	SELL	$424.63 - $631.47 $126,115 - $187,546	-297 Reduced 9.2%	2,933 $1.41 Billion
Q4 2021 Dec 19, 2024	BUY	$525.35 - $694.66 $16,285 - $21,534	31 Added 0.97%	3,230 $2.08 Billion
Q3 2021 Dec 19, 2024	BUY	$491.05 - $577.92 $24,061 - $28,318	49 Added 1.56%	3,199 $1.73 Billion
Q2 2021 Dec 19, 2024	BUY	$392.04 - $491.4 $160,736 - $201,474	410 Added 14.96%	3,150 $1.54 Billion
Q1 2021 Dec 19, 2024	BUY	$361.0 - $422.26 $55,233 - $64,605	153 Added 5.91%	2,740 $1.05 Billion
Q4 2020 Dec 19, 2024	SELL	$314.68 - $381.16 $8,496 - $10,291	-27 Reduced 1.03%	2,587 $983 Million
Q3 2020 Dec 19, 2024	BUY	$285.37 - $354.18 $51,937 - $64,460	182 Added 7.48%	2,614 $853 Million
Q2 2020 Dec 19, 2024	BUY	$218.12 - $296.19 $6,543 - $8,885	30 Added 1.25%	2,432 $720 Million
Q1 2020 Dec 19, 2024	SELL	$194.72 - $305.61 $7,204 - $11,307	-37 Reduced 1.52%	2,402 $552 Million
Q4 2019 Dec 13, 2024	BUY	$251.9 - $273.5 $614,384 - $667,066	2,439 New	2,439 $639 Million

Others Institutions Holding INTU

# of Institutions

2,501

Shares Held

237M

Call Options Held

3.76M

Put Options Held

4.82M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $189B
Description
Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & ...

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Independent Solutions Wealth Management, LLC Intuit Inc Transaction History