Avantax Planning Partners, Inc. Intuit Inc Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Intuit Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,644 shares of INTU stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,644

Previous 1,676 1.91%

Holding current value

$1.08 Million

Previous $1.09 Million 0.83%

% of portfolio

0.03%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$562.97 - $670.27 $18,015 - $21,448	-32 Reduced 1.91%	1,644 $1.08 Million
Q1 2024 May 02, 2024	BUY	$586.82 - $669.36 $109,148 - $124,500	186 Added 12.48%	1,676 $1.09 Million
Q4 2023 Feb 09, 2024	SELL	$479.45 - $629.12 $36,917 - $48,442	-77 Reduced 4.91%	1,490 $931,000
Q3 2023 Nov 03, 2023	SELL	$448.19 - $553.61 $87,397 - $107,953	-195 Reduced 11.07%	1,567 $800,000
Q2 2023 Jul 17, 2023	SELL	$406.09 - $459.63 $51,979 - $58,832	-128 Reduced 6.77%	1,762 $807,000
Q1 2023 Apr 20, 2023	SELL	$375.62 - $452.16 $351,955 - $423,673	-937 Reduced 33.14%	1,890 $842,000
Q4 2022 Feb 09, 2023	SELL	$356.47 - $432.08 $68,442 - $82,959	-192 Reduced 6.36%	2,827 $1.1 Million
Q3 2022 Oct 14, 2022	BUY	$379.87 - $489.23 $12,155 - $15,655	32 Added 1.07%	3,019 $1.17 Million
Q2 2022 Jul 18, 2022	BUY	$353.31 - $505.65 $426,798 - $610,825	1,208 Added 67.9%	2,987 $1.15 Million
Q1 2022 May 09, 2022	BUY	$424.63 - $631.47 $195,754 - $291,107	461 Added 34.98%	1,779 $855,000
Q4 2021 Jan 28, 2022	BUY	$525.35 - $694.66 $27,318 - $36,122	52 Added 4.11%	1,318 $848,000
Q3 2021 Oct 27, 2021	BUY	$491.05 - $577.92 $11,294 - $13,292	23 Added 1.85%	1,266 $683,000
Q2 2021 Aug 10, 2021	BUY	$392.04 - $491.4 $185,042 - $231,940	472 Added 61.22%	1,243 $609,000
Q1 2021 May 06, 2021	BUY	$361.0 - $422.26 $278,331 - $325,562	771 New	771 $295,000
Q4 2018 Feb 14, 2019	SELL	$182.75 - $231.32 $71,455 - $90,446	-391 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$202.68 - $228.18 $79,247 - $89,218	391 New	391 $89,000
Q2 2018 Aug 13, 2018	SELL	$167.68 - $213.52 $80,486 - $102,489	-480 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$152.75 - $178.59 $73,320 - $85,723	480 New	480 $83,000

Others Institutions Holding INTU

# of Institutions

2,129

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $184B
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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Avantax Planning Partners, Inc. Intuit Inc Transaction History