A detailed history of Avitas Wealth Management LLC transactions in Intuit Inc stock. As of the latest transaction made, Avitas Wealth Management LLC holds 1,149 shares of INTU stock, worth $693,915. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,149
Previous 1,212 5.2%
Holding current value
$693,915
Previous $787,000 4.07%
% of portfolio
0.11%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$562.97 - $670.27 $35,467 - $42,227
-63 Reduced 5.2%
1,149 $755,000
Q1 2024

Apr 24, 2024

SELL
$586.82 - $669.36 $2,347 - $2,677
-4 Reduced 0.33%
1,212 $787,000
Q4 2023

Jan 24, 2024

BUY
$479.45 - $629.12 $160,615 - $210,755
335 Added 38.02%
1,216 $760,000
Q3 2023

Nov 02, 2023

SELL
$448.19 - $553.61 $10,756 - $13,286
-24 Reduced 2.65%
881 $450,000
Q2 2023

Jul 18, 2023

SELL
$406.09 - $459.63 $5,279 - $5,975
-13 Reduced 1.42%
905 $414,000
Q1 2023

May 15, 2023

SELL
$375.62 - $452.16 $9,390 - $11,304
-25 Reduced 2.65%
918 $409,000
Q4 2022

Jan 10, 2023

BUY
$356.47 - $432.08 $356 - $432
1 Added 0.11%
943 $0
Q3 2022

Oct 27, 2022

BUY
$379.87 - $489.23 $3,418 - $4,403
9 Added 0.96%
942 $365,000
Q2 2022

Jul 29, 2022

SELL
$353.31 - $505.65 $51,583 - $73,824
-146 Reduced 13.53%
933 $360,000
Q1 2022

Apr 28, 2022

BUY
$424.63 - $631.47 $458,175 - $681,356
1,079 New
1,079 $519,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $170B
  • 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
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