Clearstead Advisors, LLC Intuit Inc Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 3,407 shares of INTU stock, worth $2.23 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,407

Previous 2,354 44.73%

Holding current value

$2.23 Million

Previous $1.53 Million 46.34%

% of portfolio

0.04%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$562.97 - $670.27 $592,807 - $705,794	1,053 Added 44.73%	3,407 $2.24 Million
Q1 2024 May 14, 2024	SELL	$586.82 - $669.36 $29,341 - $33,468	-50 Reduced 2.08%	2,354 $1.53 Million
Q4 2023 Feb 12, 2024	BUY	$479.45 - $629.12 $8,150 - $10,695	17 Added 0.71%	2,404 $1.5 Million
Q3 2023 Nov 13, 2023	SELL	$448.19 - $553.61 $389,028 - $480,533	-868 Reduced 26.67%	2,387 $1.22 Million
Q3 2023 Nov 07, 2023	BUY	$448.19 - $553.61 $366,619 - $452,852	818 Added 33.57%	3,255 $1.66 Million
Q2 2023 Aug 07, 2023	SELL	$406.09 - $459.63 $812 - $919	-2 Reduced 0.08%	2,437 $1.12 Million
Q1 2023 May 09, 2023	BUY	$375.62 - $452.16 $346,697 - $417,343	923 Added 60.88%	2,439 $1.09 Million
Q4 2022 Feb 14, 2023	BUY	$356.47 - $432.08 $1,069 - $1,296	3 Added 0.2%	1,516 $590,000
Q3 2022 Nov 14, 2022	SELL	$379.87 - $489.23 $319,850 - $411,931	-842 Reduced 35.75%	1,513 $586,000
Q2 2022 Aug 12, 2022	BUY	$353.31 - $505.65 $76,668 - $109,726	217 Added 10.15%	2,355 $908,000
Q1 2022 May 04, 2022	BUY	$424.63 - $631.47 $56,475 - $83,985	133 Added 6.63%	2,138 $1.03 Million
Q4 2021 Feb 14, 2022	BUY	$525.35 - $694.66 $48,332 - $63,908	92 Added 4.81%	2,005 $1.29 Million
Q3 2021 Nov 12, 2021	BUY	$491.05 - $577.92 $42,230 - $49,701	86 Added 4.71%	1,913 $1.03 Million
Q1 2021 May 14, 2021	BUY	$361.0 - $422.26 $53,789 - $62,916	149 Added 8.88%	1,827 $700,000
Q4 2020 Feb 11, 2021	BUY	$314.68 - $381.16 $268,422 - $325,129	853 Added 103.39%	1,678 $637,000
Q3 2020 Nov 12, 2020	BUY	$285.37 - $354.18 $5,707 - $7,083	20 Added 2.48%	825 $269,000
Q1 2019 May 14, 2019	BUY	$188.52 - $261.41 $151,758 - $210,435	805 New	805 $210,000

Others Institutions Holding INTU

# of Institutions

2,129

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $184B
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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Clearstead Advisors, LLC Intuit Inc Transaction History