A detailed history of Bernardo Wealth Planning LLC transactions in Intuit Inc stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 718 shares of INTU stock, worth $461,954. This represents 0.11% of its overall portfolio holdings.

Number of Shares
718
Previous 722 0.55%
Holding current value
$461,954
Previous $474,000 7.81%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 18, 2024

SELL
$602.97 - $670.49 $2,411 - $2,681
-4 Reduced 0.55%
718 $437,000
Q2 2024

Jul 10, 2024

BUY
$562.97 - $670.27 $1,688 - $2,010
3 Added 0.42%
722 $474,000
Q4 2023

Jan 25, 2024

BUY
$479.45 - $629.12 $479 - $629
1 Added 0.14%
719 $449,000
Q3 2021

Oct 15, 2021

BUY
$491.05 - $577.92 $11,294 - $13,292
23 Added 3.31%
718 $387,000
Q1 2021

Apr 23, 2021

SELL
$361.0 - $422.26 $10,469 - $12,245
-29 Reduced 4.01%
695 $266,000
Q2 2020

Aug 03, 2020

BUY
$218.12 - $296.19 $157,918 - $214,441
724 New
724 $214,000

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 Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC 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 Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.