Catalyst Private Wealth, LLC Intuit Inc Transaction History

Catalyst Private Wealth, LLC

$154 Million
Q1 2025

A detailed history of Catalyst Private Wealth, LLC transactions in Intuit Inc stock. As of the latest transaction made, Catalyst Private Wealth, LLC holds 947 shares of INTU stock, worth $720,799. This represents 0.38% of its overall portfolio holdings.

Number of Shares

947

Previous 958 1.15%

Holding current value

$720,799

Previous $602,000 3.49%

% of portfolio

0.38%

Previous 0.36%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$555.63 - $630.23 $6,111 - $6,932	-11 Reduced 1.15%	947 $581,000
Q3 2024 Oct 30, 2024	SELL	$602.97 - $670.49 $18,692 - $20,785	-31 Reduced 3.13%	958 $594,000
Q2 2024 Jul 24, 2024	SELL	$562.97 - $670.27 $6,755 - $8,043	-12 Reduced 1.2%	989 $649,000
Q1 2024 Apr 11, 2024	SELL	$586.82 - $669.36 $21,712 - $24,766	-37 Reduced 3.56%	1,001 $650,000
Q4 2023 Jan 08, 2024	SELL	$479.45 - $629.12 $33,561 - $44,038	-70 Reduced 6.32%	1,038 $648,000
Q3 2023 Oct 24, 2023	SELL	$448.19 - $553.61 $76,192 - $94,113	-170 Reduced 13.3%	1,108 $566,000
Q2 2023 Jul 18, 2023	SELL	$406.09 - $459.63 $53,603 - $60,671	-132 Reduced 9.36%	1,278 $585,000
Q1 2023 Apr 20, 2023	SELL	$375.62 - $452.16 $40,191 - $48,381	-107 Reduced 7.05%	1,410 $628,000
Q4 2022 Jan 23, 2023	SELL	$356.47 - $432.08 $66,303 - $80,366	-186 Reduced 10.92%	1,517 $0
Q3 2022 Oct 12, 2022	SELL	$379.87 - $489.23 $159,165 - $204,987	-419 Reduced 19.75%	1,703 $660,000
Q2 2022 Jul 22, 2022	SELL	$353.31 - $505.65 $104,579 - $149,672	-296 Reduced 12.24%	2,122 $818,000
Q1 2022 Apr 18, 2022	BUY	$424.63 - $631.47 $626,329 - $931,418	1,475 Added 156.42%	2,418 $1.16 Million
Q4 2021 Jan 18, 2022	SELL	$525.35 - $694.66 $233,780 - $309,123	-445 Reduced 32.06%	943 $607,000
Q3 2021 Oct 20, 2021	SELL	$491.05 - $577.92 $128,655 - $151,415	-262 Reduced 15.88%	1,388 $749,000
Q2 2021 Jul 19, 2021	BUY	$392.04 - $491.4 $223,070 - $279,606	569 Added 52.64%	1,650 $809,000
Q1 2021 May 13, 2021	SELL	$361.0 - $422.26 $723,444 - $846,209	-2,004 Reduced 64.96%	1,081 $414,000
Q4 2020 Mar 05, 2021	BUY	$314.68 - $381.16 $970,787 - $1.18 Million	3,085 New	3,085 $1.17 Million

Others Institutions Holding INTU

# of Institutions

2,279

Shares Held

234M

Call Options Held

3.17M

Put Options Held

4.29M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $215B
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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Catalyst Private Wealth, LLC Intuit Inc Transaction History