A detailed history of Amplius Wealth Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 417 shares of INTU stock, worth $269,085. This represents 0.03% of its overall portfolio holdings.

Number of Shares
417
Previous 419 0.48%
Holding current value
$269,085
Previous $275,000 6.18%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 16, 2024

SELL
$602.97 - $670.49 $1,205 - $1,340
-2 Reduced 0.48%
417 $258,000
Q2 2024

Jul 22, 2024

SELL
$562.97 - $670.27 $15,200 - $18,097
-27 Reduced 6.05%
419 $275,000
Q1 2024

Apr 16, 2024

BUY
$586.82 - $669.36 $23,472 - $26,774
40 Added 9.85%
446 $289,000
Q4 2023

Jan 10, 2024

SELL
$479.45 - $629.12 $1,438 - $1,887
-3 Reduced 0.73%
406 $253,000
Q3 2023

Oct 17, 2023

BUY
$448.19 - $553.61 $183,309 - $226,426
409 New
409 $208,000
Q3 2022

Nov 10, 2022

BUY
$379.87 - $489.23 $41,405 - $53,326
109 Added 9.04%
1,315 $509,000
Q2 2022

Jul 21, 2022

BUY
$353.31 - $505.65 $49,110 - $70,285
139 Added 13.03%
1,206 $464,000
Q1 2022

May 09, 2022

SELL
$424.63 - $631.47 $15,711 - $23,364
-37 Reduced 3.35%
1,067 $513,000
Q4 2021

Jan 28, 2022

BUY
$525.35 - $694.66 $579,986 - $766,904
1,104 New
1,104 $710,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $182B
  • 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 Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, 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 Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.