A detailed history of Compass Wealth Management LLC transactions in Intuit Inc stock. As of the latest transaction made, Compass Wealth Management LLC holds 5,228 shares of INTU stock, worth $3.35 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
5,228
Previous 5,263 0.67%
Holding current value
$3.35 Million
Previous $3.46 Billion 6.14%
% of portfolio
0.76%
Previous 0.85%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$602.97 - $670.49 $21,103 - $23,467
-35 Reduced 0.67%
5,228 $3.25 Billion
Q1 2024

Apr 05, 2024

SELL
$586.82 - $669.36 $58,682 - $66,936
-100 Reduced 1.86%
5,263 $3.42 Billion
Q4 2023

Jan 04, 2024

SELL
$479.45 - $629.12 $120,341 - $157,909
-251 Reduced 4.47%
5,363 $3.35 Billion
Q3 2023

Oct 25, 2023

SELL
$448.19 - $553.61 $4,481 - $5,536
-10 Reduced 0.18%
5,614 $2.87 Billion
Q2 2023

Jul 27, 2023

SELL
$406.09 - $459.63 $20,304 - $22,981
-50 Reduced 0.88%
5,624 $2.58 Billion
Q1 2023

May 15, 2023

SELL
$375.62 - $452.16 $1,878 - $2,260
-5 Reduced 0.09%
5,674 $2.53 Billion
Q4 2022

Feb 17, 2023

BUY
$356.47 - $432.08 $2.02 Million - $2.45 Million
5,679 New
5,679 $2.21 Billion

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $180B
  • 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 & ...
More about INTU
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