A detailed history of Concentrum Wealth Management transactions in Intuit Inc stock. As of the latest transaction made, Concentrum Wealth Management holds 433 shares of INTU stock, worth $275,461. This represents 0.1% of its overall portfolio holdings.

Number of Shares
433
Previous 426 1.64%
Holding current value
$275,461
Previous $280 Million 3.96%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Nov 13, 2024

BUY
$602.97 - $670.49 $4,220 - $4,693
7 Added 1.64%
433 $269 Million
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 $179B
  • 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
Track This Portfolio

Track Concentrum Wealth Management Portfolio

Follow Concentrum Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentrum Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Concentrum Wealth Management with notifications on news.