A detailed history of Caldwell Trust CO transactions in Intuit Inc stock. As of the latest transaction made, Caldwell Trust CO holds 880 shares of INTU stock, worth $575,203. This represents 0.06% of its overall portfolio holdings.

Number of Shares
880
Previous 826 6.54%
Holding current value
$575,203
Previous $651 Million 7.63%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$646.03 - $807.39 $34,885 - $43,599
54 Added 6.54%
880 $601 Million
Q2 2025

Sep 22, 2025

BUY
$544.07 - $787.63 $449,401 - $650,582
826 New
826 $651 Million
Q1 2024

Sep 24, 2025

BUY
$586.82 - $669.36 $94,478 - $107,766
161 Added 19.49%
987 $642 Million
Q4 2023

Oct 01, 2025

BUY
$479.45 - $629.12 $3,356 - $4,403
7 Added 0.71%
994 $621 Million
Q2 2023

Oct 01, 2025

SELL
$406.09 - $459.63 $4,873 - $5,515
-12 Reduced 1.2%
987 $452 Million
Q1 2023

Oct 01, 2025

BUY
$375.62 - $452.16 $64,982 - $78,223
173 Added 20.94%
999 $445 Million
Q3 2022

Oct 01, 2025

BUY
$379.87 - $489.23 $65,717 - $84,636
173 Added 20.94%
999 $387 Million
Q1 2022

Oct 01, 2025

BUY
$424.63 - $631.47 $73,460 - $109,244
173 Added 20.94%
999 $480 Million
Q3 2021

Oct 02, 2025

SELL
$491.05 - $577.92 $9,329 - $10,980
-19 Reduced 1.87%
999 $539 Million
Q1 2021

Oct 02, 2025

BUY
$361.0 - $422.26 $69,312 - $81,073
192 Added 23.24%
1,018 $390 Million
Q4 2020

Oct 02, 2025

BUY
$314.68 - $381.16 $91,886 - $111,298
292 Added 35.35%
1,118 $425 Million
Q3 2020

Oct 02, 2025

SELL
$285.37 - $354.18 $28,537 - $35,418
-100 Reduced 7.82%
1,178 $384 Million
Q1 2020

Oct 02, 2025

BUY
$194.72 - $305.61 $88,013 - $138,135
452 Added 54.72%
1,278 $294 Million
Q4 2019

Oct 06, 2025

BUY
$251.9 - $273.5 $113,858 - $123,622
452 Added 54.72%
1,278 $335 Million

Others Institutions Holding INTU

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
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