A detailed history of Avantax Planning Partners, Inc. transactions in Intuit Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 843 shares of INTU stock, worth $542,377. This represents 0.02% of its overall portfolio holdings.

Number of Shares
843
Previous 1,644 48.72%
Holding current value
$542,377
Previous $1.08 Million 51.57%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 13, 2024

SELL
$602.97 - $670.49 $482,978 - $537,062
-801 Reduced 48.72%
843 $523,000
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

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $181B
  • 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 Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.