Appleton Partners Inc Intuit Inc Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

A detailed history of Appleton Partners Inc transactions in Intuit Inc stock. As of the latest transaction made, Appleton Partners Inc holds 22,080 shares of INTU stock, worth $15 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

22,080

Previous 23,896 7.6%

Holding current value

$15 Million

Previous $14.7 Million 18.53%

% of portfolio

1.23%

Previous 1.13%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$544.07 - $787.63 $988,031 - $1.43 Million	-1,816 Reduced 7.6%	22,080 $17.4 Million
Q1 2025 Apr 22, 2025	SELL	$555.63 - $630.23 $213,361 - $242,008	-384 Reduced 1.58%	23,896 $14.7 Million
Q4 2024 Jan 28, 2025	SELL	$602.01 - $706.25 $40,334 - $47,318	-67 Reduced 0.28%	24,280 $15.3 Million
Q3 2024 Oct 01, 2024	SELL	$602.97 - $670.49 $1.37 Million - $1.52 Million	-2,267 Reduced 8.52%	24,347 $15.1 Million
Q2 2024 Jul 02, 2024	BUY	$562.97 - $670.27 $893,433 - $1.06 Million	1,587 Added 6.34%	26,614 $17.5 Million
Q1 2024 Apr 01, 2024	SELL	$586.82 - $669.36 $1.34 Million - $1.53 Million	-2,282 Reduced 8.36%	25,027 $16.3 Million
Q4 2023 Jan 02, 2024	SELL	$479.45 - $629.12 $1.16 Million - $1.52 Million	-2,424 Reduced 8.15%	27,309 $17.1 Million
Q3 2023 Oct 03, 2023	SELL	$448.19 - $553.61 $640,015 - $790,555	-1,428 Reduced 4.58%	29,733 $15.2 Million
Q2 2023 Jul 10, 2023	SELL	$406.09 - $459.63 $243,247 - $275,318	-599 Reduced 1.89%	31,161 $14.3 Million
Q1 2023 Apr 10, 2023	SELL	$375.62 - $452.16 $38,313 - $46,120	-102 Reduced 0.32%	31,760 $14.2 Million
Q4 2022 Jan 19, 2023	SELL	$356.47 - $432.08 $155,420 - $188,386	-436 Reduced 1.35%	31,862 $12.4 Million
Q3 2022 Oct 27, 2022	SELL	$379.87 - $489.23 $378,350 - $487,273	-996 Reduced 2.99%	32,298 $12.5 Million
Q2 2022 Jul 08, 2022	SELL	$353.31 - $505.65 $148,390 - $212,373	-420 Reduced 1.25%	33,294 $12.8 Million
Q1 2022 Apr 05, 2022	SELL	$424.63 - $631.47 $370,277 - $550,641	-872 Reduced 2.52%	33,714 $16.2 Million
Q4 2021 Feb 03, 2022	SELL	$525.35 - $694.66 $301,550 - $398,734	-574 Reduced 1.63%	34,586 $22.2 Million
Q3 2021 Oct 14, 2021	SELL	$491.05 - $577.92 $275,479 - $324,213	-561 Reduced 1.57%	35,160 $19 Million
Q2 2021 Jul 07, 2021	SELL	$392.04 - $491.4 $662,547 - $830,466	-1,690 Reduced 4.52%	35,721 $17.5 Million
Q1 2021 Apr 19, 2021	BUY	$361.0 - $422.26 $83,030 - $97,119	230 Added 0.62%	37,411 $14.3 Million
Q4 2020 Jan 19, 2021	SELL	$314.68 - $381.16 $1.61 Million - $1.95 Million	-5,123 Reduced 12.11%	37,181 $14.1 Million
Q3 2020 Oct 14, 2020	SELL	$285.37 - $354.18 $243,705 - $302,469	-854 Reduced 1.98%	42,304 $13.8 Million
Q2 2020 Aug 14, 2020	SELL	$218.12 - $296.19 $141,341 - $191,931	-648 Reduced 1.48%	43,158 $12.8 Million
Q1 2020 May 04, 2020	SELL	$194.72 - $305.61 $24,729 - $38,812	-127 Reduced 0.29%	43,806 $10.1 Million
Q4 2019 Jan 13, 2020	BUY	$251.9 - $273.5 $201,520 - $218,800	800 Added 1.85%	43,933 $11.5 Million
Q3 2019 Nov 04, 2019	BUY	$263.19 - $292.31 $258,978 - $287,633	984 Added 2.33%	43,133 $11.5 Million
Q2 2019 Jul 25, 2019	BUY	$236.93 - $269.08 $127,942 - $145,303	540 Added 1.3%	42,149 $11 Million
Q1 2019 Apr 17, 2019	SELL	$188.52 - $261.41 $221,133 - $306,633	-1,173 Reduced 2.74%	41,609 $10.9 Million
Q4 2018 Jan 17, 2019	BUY	$182.75 - $231.32 $313,781 - $397,176	1,717 Added 4.18%	42,782 $8.42 Million
Q3 2018 Oct 09, 2018	SELL	$202.68 - $228.18 $359,351 - $404,563	-1,773 Reduced 4.14%	41,065 $9.34 Million
Q2 2018 Aug 08, 2018	SELL	$167.68 - $213.52 $9,557 - $12,170	-57 Reduced 0.13%	42,838 $8.75 Million
Q1 2018 Apr 11, 2018	BUY	$152.75 - $178.59 $192,465 - $225,023	1,260 Added 3.03%	42,895 $7.44 Million
Q4 2017 Jan 12, 2018	BUY	$141.74 - $161.13 $15,307 - $17,402	108 Added 0.26%	41,635 $6.57 Million
Q3 2017 Oct 12, 2017	BUY	$134.11 - $146.32 $5.57 Million - $6.08 Million	41,527	41,527 $5.9 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 $192B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Account

Appleton Partners Inc Intuit Inc Transaction History