Bsw Wealth Partners Intuit Inc Transaction History

Bsw Wealth Partners

$606 Million
Q2 2024

A detailed history of Bsw Wealth Partners transactions in Intuit Inc stock. As of the latest transaction made, Bsw Wealth Partners holds 1,653 shares of INTU stock, worth $1.08 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,653

Previous 1,697 2.59%

Holding current value

$1.08 Million

Previous $1.1 Million 1.54%

% of portfolio

0.18%

Previous 0.19%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$562.97 - $670.27 $24,770 - $29,491	-44 Reduced 2.59%	1,653 $1.09 Million
Q1 2024 Apr 23, 2024	SELL	$586.82 - $669.36 $63,376 - $72,290	-108 Reduced 5.98%	1,697 $1.1 Million
Q4 2023 Jan 25, 2024	BUY	$479.45 - $629.12 $16,780 - $22,019	35 Added 1.98%	1,805 $1.13 Million
Q3 2023 Oct 27, 2023	SELL	$448.19 - $553.61 $93,671 - $115,704	-209 Reduced 10.56%	1,770 $904,000
Q2 2023 Aug 11, 2023	BUY	$406.09 - $459.63 $34,517 - $39,068	85 Added 4.49%	1,979 $906,000
Q1 2023 May 15, 2023	BUY	$375.62 - $452.16 $31,552 - $37,981	84 Added 4.64%	1,894 $844,000
Q4 2022 Feb 13, 2023	SELL	$356.47 - $432.08 $98,385 - $119,254	-276 Reduced 13.23%	1,810 $704,000
Q3 2022 Nov 14, 2022	SELL	$379.87 - $489.23 $3,418 - $4,403	-9 Reduced 0.43%	2,086 $808,000
Q2 2022 Aug 15, 2022	SELL	$353.31 - $505.65 $31,444 - $45,002	-89 Reduced 4.08%	2,095 $807,000
Q1 2022 May 16, 2022	BUY	$424.63 - $631.47 $101,911 - $151,552	240 Added 12.35%	2,184 $1.05 Million
Q4 2021 Feb 14, 2022	SELL	$525.35 - $694.66 $26,792 - $35,427	-51 Reduced 2.56%	1,944 $1.25 Million
Q3 2021 Nov 15, 2021	SELL	$491.05 - $577.92 $84,460 - $99,402	-172 Reduced 7.94%	1,995 $1.08 Million
Q2 2021 Aug 16, 2021	SELL	$392.04 - $491.4 $11,761 - $14,742	-30 Reduced 1.37%	2,167 $1.06 Million
Q1 2021 May 17, 2021	BUY	$361.0 - $422.26 $106,495 - $124,566	295 Added 15.51%	2,197 $842,000
Q4 2020 Feb 16, 2021	BUY	$314.68 - $381.16 $5,664 - $6,860	18 Added 0.96%	1,902 $723,000
Q3 2020 Nov 13, 2020	SELL	$285.37 - $354.18 $16,551 - $20,542	-58 Reduced 2.99%	1,884 $615,000
Q2 2020 Aug 13, 2020	BUY	$218.12 - $296.19 $33,808 - $45,909	155 Added 8.67%	1,942 $575,000
Q1 2020 May 14, 2020	SELL	$194.72 - $305.61 $16,356 - $25,671	-84 Reduced 4.49%	1,787 $411,000
Q4 2019 Feb 18, 2020	SELL	$251.9 - $273.5 $32,495 - $35,281	-129 Reduced 6.45%	1,871 $490,000
Q3 2019 Nov 12, 2019	BUY	$263.19 - $292.31 $526,380 - $584,620	2,000 New	2,000 $532,000

Others Institutions Holding INTU

# of Institutions

2,129

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $184B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Account

Bsw Wealth Partners Intuit Inc Transaction History