A detailed history of Bergan Kdv Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 213 shares of INTU stock, worth $136,345. This represents 0.01% of its overall portfolio holdings.

Number of Shares
213
Previous 276 22.83%
Holding current value
$136,345
Previous $123,000 21.14%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$406.09 - $459.63 $25,583 - $28,956
-63 Reduced 22.83%
213 $97,000
Q1 2023

Apr 27, 2023

BUY
$375.62 - $452.16 $751 - $904
2 Added 0.73%
276 $123,000
Q4 2022

Jan 31, 2023

BUY
$356.47 - $432.08 $712 - $864
2 Added 0.74%
274 $106,000
Q3 2022

Oct 24, 2022

SELL
$379.87 - $489.23 $26,970 - $34,735
-71 Reduced 20.7%
272 $105,000
Q2 2022

Jul 13, 2022

SELL
$353.31 - $505.65 $6,712 - $9,607
-19 Reduced 5.25%
343 $132,000
Q4 2021

Jan 28, 2022

BUY
$525.35 - $694.66 $9,456 - $12,503
18 Added 5.23%
362 $233,000
Q3 2021

Nov 12, 2021

SELL
$491.05 - $577.92 $2,455 - $2,889
-5 Reduced 1.43%
344 $186,000
Q1 2021

May 11, 2021

SELL
$361.0 - $422.26 $12,635 - $14,779
-35 Reduced 9.11%
349 $134,000
Q4 2020

Feb 04, 2021

BUY
$314.68 - $381.16 $16,048 - $19,439
51 Added 15.32%
384 $146,000
Q2 2020

Aug 13, 2020

BUY
$218.12 - $296.19 $1,308 - $1,777
6 Added 1.83%
333 $99,000
Q1 2020

Apr 24, 2020

SELL
$194.72 - $305.61 $5,841 - $9,168
-30 Reduced 8.4%
327 $75,000
Q4 2019

Feb 10, 2020

BUY
$251.9 - $273.5 $5,289 - $5,743
21 Added 6.25%
357 $94,000
Q2 2018

Jul 23, 2018

BUY
$167.68 - $213.52 $56,340 - $71,742
336 New
336 $69,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $180B
  • 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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