Captrust Financial Advisors Intuit Inc Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Intuit Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 64,896 shares of INTU stock, worth $42.2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

64,896

Previous 60,712 6.89%

Holding current value

$42.2 Million

Previous $39.9 Million 1.0%

% of portfolio

0.12%

Previous 0.13%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$602.97 - $670.49 $2.52 Million - $2.81 Million	4,184 Added 6.89%	64,896 $40.3 Million
Q2 2024 Aug 14, 2024	BUY	$562.97 - $670.27 $1.73 Million - $2.06 Million	3,066 Added 5.32%	60,712 $39.9 Million
Q1 2024 May 15, 2024	BUY	$586.82 - $669.36 $1.53 Million - $1.75 Million	2,614 Added 4.75%	57,646 $37.5 Million
Q4 2023 Feb 14, 2024	SELL	$479.45 - $629.12 $163,492 - $214,529	-341 Reduced 0.62%	55,032 $34.4 Million
Q3 2023 Nov 14, 2023	BUY	$448.19 - $553.61 $1.91 Million - $2.35 Million	4,251 Added 8.32%	55,373 $28.3 Million
Q2 2023 Aug 14, 2023	BUY	$406.09 - $459.63 $875,123 - $990,502	2,155 Added 4.4%	51,122 $23.4 Million
Q1 2023 May 15, 2023	BUY	$375.62 - $452.16 $257,675 - $310,181	686 Added 1.42%	48,967 $21.8 Million
Q4 2022 Feb 15, 2023	BUY	$356.47 - $432.08 $768,549 - $931,564	2,156 Added 4.67%	48,281 $18.8 Million
Q3 2022 Nov 16, 2022	BUY	$379.87 - $489.23 $704,278 - $907,032	1,854 Added 4.19%	46,125 $17.9 Million
Q2 2022 Aug 23, 2022	SELL	$353.31 - $505.65 $1.22 Million - $1.74 Million	-3,450 Reduced 7.23%	44,271 $17.1 Million
Q2 2022 Aug 16, 2022	BUY	$353.31 - $505.65 $1.52 Million - $2.18 Million	4,308 Added 9.92%	47,721 $18.4 Million
Q1 2022 May 16, 2022	BUY	$424.63 - $631.47 $1.4 Million - $2.08 Million	3,299 Added 8.22%	43,413 $20.9 Million
Q4 2021 Feb 14, 2022	SELL	$525.35 - $694.66 $612,558 - $809,973	-1,166 Reduced 2.82%	40,114 $25.8 Million
Q3 2021 Nov 16, 2021	SELL	$491.05 - $577.92 $1 Million - $1.18 Million	-2,039 Reduced 4.71%	41,280 $22.3 Million
Q2 2021 Aug 16, 2021	SELL	$392.04 - $491.4 $53,709 - $67,321	-137 Reduced 0.32%	43,319 $21.2 Million
Q1 2021 May 17, 2021	BUY	$361.0 - $422.26 $1.43 Million - $1.67 Million	3,958 Added 10.02%	43,456 $16.6 Million
Q4 2020 Feb 16, 2021	BUY	$314.68 - $381.16 $852,153 - $1.03 Million	2,708 Added 7.36%	39,498 $15 Million
Q3 2020 Nov 17, 2020	SELL	$285.37 - $354.18 $310,482 - $385,347	-1,088 Reduced 2.87%	36,790 $12.2 Million
Q2 2020 Aug 14, 2020	BUY	$218.12 - $296.19 $50,385 - $68,419	231 Added 0.61%	37,878 $11.5 Million
Q1 2020 May 15, 2020	BUY	$194.72 - $305.61 $466,938 - $732,852	2,398 Added 6.8%	37,647 $8.21 Million
Q4 2019 Feb 14, 2020	BUY	$251.9 - $273.5 $8.79 Million - $9.54 Million	34,877 Added 9375.54%	35,249 $9.38 Million
Q3 2019 Nov 14, 2019	BUY	$263.19 - $292.31 $1,052 - $1,169	4 Added 1.09%	372 $99,000
Q2 2019 Aug 13, 2019	BUY	$236.93 - $269.08 $473 - $538	2 Added 0.55%	368 $96,000
Q1 2019 May 15, 2019	SELL	$188.52 - $261.41 $19,417 - $26,925	-103 Reduced 21.96%	366 $96,000
Q4 2018 Feb 13, 2019	BUY	$182.75 - $231.32 $12,975 - $16,423	71 Added 17.84%	469 $92,000
Q3 2018 Nov 15, 2018	SELL	$202.68 - $228.18 $195,180 - $219,737	-963 Reduced 70.76%	398 $91,000
Q2 2018 Aug 13, 2018	BUY	$167.68 - $213.52 $8,887 - $11,316	53 Added 4.05%	1,361 $278,000
Q1 2018 May 15, 2018	BUY	$152.75 - $178.59 $47,199 - $55,184	309 Added 30.93%	1,308 $222,000
Q4 2017 Feb 14, 2018	BUY	$141.74 - $161.13 $141,598 - $160,968	999	999 $158,000

Others Institutions Holding INTU

# of Institutions

2,148

Shares Held

225M

Call Options Held

2.16M

Put Options Held

2.81M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $183B
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 & ...

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Captrust Financial Advisors Intuit Inc Transaction History