Bartlett & Co. Wealth Management LLC Intuit Inc Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Intuit Inc stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 125,370 shares of INTU stock, worth $75 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

125,370

Previous 121,394 3.28%

Holding current value

$75 Million

Previous $75.4 Billion 4.52%

% of portfolio

1.14%

Previous 1.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$602.01 - $706.25 $2.39 Million - $2.81 Million	3,976 Added 3.28%	125,370 $78.8 Billion
Q3 2024 Oct 17, 2024	BUY	$602.97 - $670.49 $130,844 - $145,496	217 Added 0.18%	121,394 $75.4 Billion
Q2 2024 Jul 12, 2024	BUY	$562.97 - $670.27 $279,233 - $332,453	496 Added 0.41%	121,177 $79.6 Billion
Q1 2024 May 09, 2024	SELL	$586.82 - $669.36 $1.07 Million - $1.22 Million	-1,816 Reduced 1.48%	120,681 $78.4 Billion
Q4 2023 Feb 14, 2024	BUY	$479.45 - $629.12 $2.9 Million - $3.81 Million	6,050 Added 5.2%	122,497 $76.9 Billion
Q3 2023 Feb 14, 2024	BUY	$448.19 - $553.61 $1.15 Million - $1.42 Million	2,556 Added 2.24%	116,447 $59.5 Billion
Q2 2023 Feb 14, 2024	BUY	$406.09 - $459.63 $5.77 Million - $6.53 Million	14,215 Added 14.26%	113,891 $52.2 Billion
Q1 2023 Feb 14, 2024	BUY	$375.62 - $452.16 $9.3 Million - $11.2 Million	24,752 Added 33.04%	99,676 $44.4 Billion
Q4 2022 Feb 14, 2024	BUY	$356.47 - $432.08 $4.27 Million - $5.18 Million	11,981 Added 19.03%	74,924 $29.2 Billion
Q3 2022 Feb 14, 2024	BUY	$379.87 - $489.23 $15.7 Million - $20.2 Million	41,364 Added 191.69%	62,943 $24.4 Billion
Q2 2022 Feb 14, 2024	BUY	$353.31 - $505.65 $7.22 Million - $10.3 Million	20,447 Added 1806.27%	21,579 $8.32 Billion
Q1 2022 Feb 14, 2024	SELL	$424.63 - $631.47 $14,012 - $20,838	-33 Reduced 2.83%	1,132 $544 Million
Q4 2021 Feb 14, 2024	BUY	$525.35 - $694.66 $218,020 - $288,283	415 Added 55.33%	1,165 $749 Million
Q3 2021 Feb 13, 2024	SELL	$491.05 - $577.92 $27,007 - $31,785	-55 Reduced 6.83%	750 $405 Million
Q1 2021 Feb 13, 2024	SELL	$361.0 - $422.26 $36,100 - $42,226	-100 Reduced 11.05%	805 $308 Million
Q4 2020 Feb 13, 2024	BUY	$314.68 - $381.16 $1,573 - $1,905	5 Added 0.56%	905 $344 Million
Q3 2020 Feb 13, 2024	SELL	$285.37 - $354.18 $64,208 - $79,690	-225 Reduced 20.0%	900 $294 Million
Q1 2020 Feb 13, 2024	SELL	$194.72 - $305.61 $4,868 - $7,640	-25 Reduced 2.17%	1,125 $259 Million
Q3 2019 Feb 13, 2024	BUY	$263.19 - $292.31 $301,878 - $335,279	1,147 Added 38233.33%	1,150 $306 Million
Q2 2019 Feb 13, 2024	BUY	$236.93 - $269.08 $710 - $807	3 New	3 $784,000

Others Institutions Holding INTU

# of Institutions

2,158

Shares Held

224M

Call Options Held

2.16M

Put Options Held

2.81M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $169B
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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Bartlett & Co. Wealth Management LLC Intuit Inc Transaction History