A detailed history of Concord Wealth Partners transactions in Intuit Inc stock. As of the latest transaction made, Concord Wealth Partners holds 1,319 shares of INTU stock, worth $821,460. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,319
Previous 1,226 7.59%
Holding current value
$821,460
Previous $805,000 1.74%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 24, 2024

BUY
$602.97 - $670.49 $56,076 - $62,355
93 Added 7.59%
1,319 $819,000
Q2 2024

Jul 31, 2024

BUY
$562.97 - $670.27 $34,904 - $41,556
62 Added 5.33%
1,226 $805,000
Q1 2024

Apr 30, 2024

BUY
$586.82 - $669.36 $103,867 - $118,476
177 Added 17.93%
1,164 $756,000
Q4 2023

Apr 30, 2024

BUY
$479.45 - $629.12 $150,547 - $197,543
314 Added 46.66%
987 $616,000
Q4 2023

Feb 05, 2024

BUY
$479.45 - $629.12 $150,547 - $197,543
314 Added 46.66%
987 $616,000
Q3 2023

Apr 30, 2024

SELL
$448.19 - $553.61 $140,731 - $173,833
-314 Reduced 31.81%
673 $343,000
Q3 2023

Oct 25, 2023

BUY
$448.19 - $553.61 $28,684 - $35,431
64 Added 10.51%
673 $343,000
Q2 2023

Aug 07, 2023

BUY
$406.09 - $459.63 $64,162 - $72,621
158 Added 35.03%
609 $279,000
Q1 2023

Apr 26, 2023

BUY
$375.62 - $452.16 $18,781 - $22,608
50 Added 12.47%
451 $201,000
Q4 2022

Jan 27, 2023

SELL
$356.47 - $432.08 $71,650 - $86,848
-201 Reduced 33.39%
401 $156,000
Q3 2022

Nov 10, 2022

BUY
$379.87 - $489.23 $6,077 - $7,827
16 Added 2.73%
602 $233,000
Q2 2022

Aug 04, 2022

BUY
$353.31 - $505.65 $135,317 - $193,663
383 Added 188.67%
586 $226,000
Q1 2022

Apr 20, 2022

BUY
$424.63 - $631.47 $5,520 - $8,209
13 Added 6.84%
203 $98,000
Q4 2021

Jan 21, 2022

BUY
$525.35 - $694.66 $44,129 - $58,351
84 Added 79.25%
190 $122,000
Q3 2021

Nov 09, 2021

SELL
$491.05 - $577.92 $38,792 - $45,655
-79 Reduced 42.7%
106 $57,000
Q2 2021

Jul 29, 2021

BUY
$392.04 - $491.4 $6,272 - $7,862
16 Added 9.47%
185 $91,000
Q1 2021

May 13, 2021

BUY
$361.0 - $422.26 $25,992 - $30,402
72 Added 74.23%
169 $65,000
Q4 2020

Feb 16, 2021

BUY
$314.68 - $381.16 $30,523 - $36,972
97 New
97 $37,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $176B
  • 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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