A detailed history of Capital Planning Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 2,169 shares of INTU stock, worth $1.47 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,169
Previous 2,104 3.09%
Holding current value
$1.47 Million
Previous $1.38 Million 2.6%
% of portfolio
0.21%
Previous 0.24%

Shares

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

Nov 12, 2024

BUY
$602.97 - $670.49 $39,193 - $43,581
65 Added 3.09%
2,169 $1.35 Million
Q2 2024

Aug 12, 2024

BUY
$562.97 - $670.27 $94,015 - $111,935
167 Added 8.62%
2,104 $1.38 Million
Q1 2024

May 15, 2024

BUY
$586.82 - $669.36 $29,341 - $33,468
50 Added 2.65%
1,937 $1.26 Million
Q4 2023

Feb 12, 2024

BUY
$479.45 - $629.12 $150,547 - $197,543
314 Added 19.96%
1,887 $1.18 Million
Q3 2023

Oct 30, 2023

BUY
$448.19 - $553.61 $705,002 - $870,828
1,573 New
1,573 $803,000
Q1 2022

May 10, 2022

SELL
$424.63 - $631.47 $152,442 - $226,697
-359 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$525.35 - $694.66 $188,600 - $249,382
359 New
359 $231,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $191B
  • 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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