A detailed history of Circle Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Circle Wealth Management, LLC holds 2,319 shares of INTU stock, worth $1.49 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,319
Previous 1,007 130.29%
Holding current value
$1.49 Million
Previous $661,000 117.85%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$602.97 - $670.49 $791,096 - $879,682
1,312 Added 130.29%
2,319 $1.44 Million
Q2 2024

Aug 13, 2024

BUY
$562.97 - $670.27 $566,910 - $674,961
1,007 New
1,007 $661,000
Q3 2023

Nov 14, 2023

BUY
$448.19 - $553.61 $296,701 - $366,489
662 New
662 $338,000
Q2 2022

Aug 12, 2022

SELL
$353.31 - $505.65 $214,459 - $306,929
-607 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$424.63 - $631.47 $36,093 - $53,674
-85 Reduced 12.28%
607 $292,000
Q4 2021

Feb 14, 2022

BUY
$525.35 - $694.66 $7,880 - $10,419
15 Added 2.22%
692 $445,000
Q3 2021

Nov 12, 2021

SELL
$491.05 - $577.92 $427,213 - $502,790
-870 Reduced 56.24%
677 $365,000
Q2 2021

Aug 16, 2021

SELL
$392.04 - $491.4 $122,708 - $153,808
-313 Reduced 16.83%
1,547 $758,000
Q1 2021

May 17, 2021

BUY
$361.0 - $422.26 $2,166 - $2,533
6 Added 0.32%
1,860 $712,000
Q4 2020

Feb 18, 2021

BUY
$314.68 - $381.16 $583,416 - $706,670
1,854 New
1,854 $704,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $181B
  • 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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