A detailed history of Wr Wealth Planners, LLC transactions in Intuit Inc stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,466 shares of INTU stock, worth $988,303. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,466
Previous 1,416 3.53%
Holding current value
$988,303
Previous $930,000 2.15%
% of portfolio
0.26%
Previous 0.29%

Shares

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

Oct 17, 2024

BUY
$602.97 - $670.49 $30,148 - $33,524
50 Added 3.53%
1,466 $910,000
Q2 2024

Jul 31, 2024

BUY
$562.97 - $670.27 $14,637 - $17,427
26 Added 1.87%
1,416 $930,000
Q1 2024

Jul 31, 2024

BUY
$586.82 - $669.36 $58,095 - $66,266
99 Added 7.67%
1,390 $903,000
Q4 2023

Jul 30, 2024

BUY
$479.45 - $629.12 $618,969 - $812,193
1,291 New
1,291 $806,000
Q3 2023

Aug 01, 2024

BUY
$448.19 - $553.61 $22,409 - $27,680
50 Added 4.53%
1,154 $590 Million
Q2 2023

Aug 01, 2024

SELL
$406.09 - $459.63 $126,700 - $143,404
-312 Reduced 22.03%
1,104 $506 Million
Q1 2023

Aug 01, 2024

SELL
$375.62 - $452.16 $127,710 - $153,734
-340 Reduced 24.01%
1,076 $480 Million
Q4 2022

Oct 10, 2024

BUY
$356.47 - $432.08 $3,564 - $4,320
10 Added 1.57%
647 $252 Million
Q3 2022

Oct 10, 2024

SELL
$379.87 - $489.23 $295,918 - $381,110
-779 Reduced 55.01%
637 $247 Million
Q2 2022

Oct 17, 2024

SELL
$353.31 - $505.65 $386,167 - $552,675
-1,093 Reduced 74.56%
373 $144 Million

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $190B
  • 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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.