A detailed history of Concentrum Wealth Management transactions in Intuit Inc stock. As of the latest transaction made, Concentrum Wealth Management holds 426 shares of INTU stock, worth $297,974. This represents 0.12% of its overall portfolio holdings.

Number of Shares
426
Previous 432 1.39%
Holding current value
$297,974
Previous $281 Million 0.29%
% of portfolio
0.12%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$562.97 - $670.27 $3,377 - $4,021
-6 Reduced 1.39%
426 $280 Million
Q1 2024

May 06, 2024

BUY
$586.82 - $669.36 $11,149 - $12,717
19 Added 4.6%
432 $281 Million
Q4 2023

Feb 06, 2024

SELL
$479.45 - $629.12 $20,136 - $26,423
-42 Reduced 9.23%
413 $258 Million
Q3 2023

Nov 08, 2023

SELL
$448.19 - $553.61 $17,927 - $22,144
-40 Reduced 8.08%
455 $232,000
Q2 2023

Aug 08, 2023

SELL
$406.09 - $459.63 $44,263 - $50,099
-109 Reduced 18.05%
495 $226,000
Q1 2023

May 03, 2023

SELL
$375.62 - $452.16 $22,912 - $27,581
-61 Reduced 9.17%
604 $269,000
Q3 2020

Oct 23, 2020

SELL
$285.37 - $354.18 $28,537 - $35,418
-100 Reduced 13.07%
665 $217,000
Q2 2020

Aug 06, 2020

BUY
$218.12 - $296.19 $166,861 - $226,585
765 New
765 $227,000
Q1 2020

May 04, 2020

SELL
$194.72 - $305.61 $157,917 - $247,849
-811 Closed
0 $0
Q3 2019

Oct 31, 2019

SELL
$263.19 - $292.31 $26,319 - $29,231
-100 Reduced 10.98%
811 $216,000
Q1 2019

May 08, 2019

BUY
$188.52 - $261.41 $171,741 - $238,144
911 New
911 $238,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $197B
  • 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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