Calton & Associates, Inc. Intuit Inc Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	SELL	$379.87 - $489.23 $1,519 - $1,956	-4 Reduced 0.42%	949 $367,000
Q2 2022 Jul 12, 2022	SELL	$353.31 - $505.65 $4,946 - $7,079	-14 Reduced 1.45%	953 $367,000
Q1 2022 Apr 12, 2022	BUY	$424.63 - $631.47 $11,465 - $17,049	27 Added 2.87%	967 $465,000
Q4 2021 Jan 13, 2022	SELL	$525.35 - $694.66 $69,346 - $91,695	-132 Reduced 12.31%	940 $605,000
Q3 2021 Nov 05, 2021	SELL	$491.05 - $577.92 $126,199 - $148,525	-257 Reduced 19.34%	1,072 $578,000
Q2 2021 Aug 11, 2021	BUY	$392.04 - $491.4 $38,419 - $48,157	98 Added 7.96%	1,329 $652,000
Q1 2021 May 03, 2021	BUY	$361.0 - $422.26 $15,884 - $18,579	44 Added 3.71%	1,231 $472,000
Q4 2020 Jan 25, 2021	SELL	$314.68 - $381.16 $14,475 - $17,533	-46 Reduced 3.73%	1,187 $451,000
Q3 2020 Oct 30, 2020	BUY	$285.37 - $354.18 $13,697 - $17,000	48 Added 4.05%	1,233 $403,000
Q2 2020 Aug 10, 2020	SELL	$218.12 - $296.19 $84,630 - $114,921	-388 Reduced 24.67%	1,185 $351,000
Q1 2020 Apr 30, 2020	BUY	$194.72 - $305.61 $74,188 - $116,437	381 Added 31.96%	1,573 $362,000
Q4 2019 Feb 03, 2020	SELL	$251.9 - $273.5 $383,895 - $416,814	-1,524 Reduced 56.11%	1,192 $312,000
Q3 2019 Nov 07, 2019	SELL	$263.19 - $292.31 $96,327 - $106,985	-366 Reduced 11.88%	2,716 $722,000
Q2 2019 Jul 09, 2019	BUY	$236.93 - $269.08 $93,587 - $106,286	395 Added 14.7%	3,082 $806,000
Q1 2019 Apr 25, 2019	BUY	$188.52 - $261.41 $63,719 - $88,356	338 Added 14.39%	2,687 $703,000
Q4 2018 Feb 11, 2019	SELL	$182.75 - $231.32 $20,650 - $26,139	-113 Reduced 4.59%	2,349 $462,000
Q3 2018 Oct 24, 2018	BUY	$202.68 - $228.18 $498,998 - $561,779	2,462 New	2,462 $560,000
Q1 2018 Apr 17, 2018	SELL	$152.75 - $178.59 $21,079 - $24,645	-138 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$141.74 - $161.13 $19,560 - $22,235	138	138 $23,000

Others Institutions Holding INTU

# of Institutions

2,111

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

Vanguard Group Inc Valley Forge, PA

26.5M
Shares

$17.9 Billion
0.34% of portfolio
Black Rock Inc. New York, NY

24.4M
Shares

$16.4 Billion
0.37% of portfolio
State Street Corp Boston, MA

12.1M
Shares

$8.15 Billion
0.35% of portfolio
Jpmorgan Chase & CO New York, NY

10.1M
Shares

$6.82 Billion
0.52% of portfolio
Price T Rowe Associates Inc Baltimore, MD

8.59M
Shares

$5.79 Billion
0.68% of portfolio

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $190B
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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