Concourse Financial Group Securities, Inc. Intuit Inc Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$544.07 - $787.63 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	SELL	$555.63 - $630.23 $85,567 - $97,055	-154 Closed	0 $0
Q4 2024 Feb 13, 2025	SELL	$602.01 - $706.25 $74,047 - $86,868	-123 Reduced 44.4%	154 $96,000
Q3 2024 Oct 10, 2024	SELL	$602.97 - $670.49 $88,636 - $98,562	-147 Reduced 34.67%	277 $172,000
Q2 2024 Jul 23, 2024	BUY	$562.97 - $670.27 $43,348 - $51,610	77 Added 22.19%	424 $278,000
Q1 2024 Apr 30, 2024	BUY	$586.82 - $669.36 $65,723 - $74,968	112 Added 47.66%	347 $225,000
Q4 2023 Feb 07, 2024	BUY	$479.45 - $629.12 $11,506 - $15,098	24 Added 11.37%	235 $146,000
Q3 2023 Oct 25, 2023	SELL	$448.19 - $553.61 $234,851 - $290,091	-524 Reduced 71.29%	211 $107,000
Q2 2023 Aug 10, 2023	BUY	$406.09 - $459.63 $32,487 - $36,770	80 Added 12.21%	735 $336,000
Q1 2023 May 15, 2023	BUY	$375.62 - $452.16 $13,522 - $16,277	36 Added 5.82%	655 $292,000
Q4 2022 Jan 30, 2023	BUY	$356.47 - $432.08 $165,402 - $200,485	464 Added 299.35%	619 $0
Q3 2022 Nov 15, 2022	BUY	$379.87 - $489.23 $12,155 - $15,655	32 Added 26.02%	155 $60,000
Q2 2022 Aug 09, 2022	SELL	$353.31 - $505.65 $9,892 - $14,158	-28 Reduced 18.54%	123 $47,000
Q1 2022 May 09, 2022	SELL	$424.63 - $631.47 $16,135 - $23,995	-38 Reduced 20.11%	151 $73,000
Q4 2021 Feb 07, 2022	SELL	$525.35 - $694.66 $11,032 - $14,587	-21 Reduced 10.0%	189 $122,000
Q3 2021 Nov 09, 2021	BUY	$491.05 - $577.92 $18,659 - $21,960	38 Added 22.09%	210 $113,000
Q2 2021 Aug 13, 2021	SELL	$392.04 - $491.4 $7,056 - $8,845	-18 Reduced 9.47%	172 $84,000
Q1 2021 May 13, 2021	SELL	$361.0 - $422.26 $19,855 - $23,224	-55 Reduced 22.45%	190 $73,000
Q4 2020 Feb 02, 2021	BUY	$314.68 - $381.16 $27,377 - $33,160	87 Added 55.06%	245 $93,000
Q3 2020 Nov 13, 2020	SELL	$285.37 - $354.18 $12,556 - $15,583	-44 Reduced 21.78%	158 $52,000
Q2 2020 Aug 13, 2020	SELL	$218.12 - $296.19 $4,580 - $6,219	-21 Reduced 9.42%	202 $60,000
Q1 2020 May 13, 2020	SELL	$194.72 - $305.61 $4,673 - $7,334	-24 Reduced 9.72%	223 $51,000
Q4 2019 Feb 14, 2020	BUY	$251.9 - $273.5 $15,617 - $16,957	62 Added 33.51%	247 $65,000
Q3 2019 Nov 13, 2019	SELL	$263.19 - $292.31 $8,422 - $9,353	-32 Reduced 14.75%	185 $49,000
Q2 2019 Aug 13, 2019	SELL	$236.93 - $269.08 $236 - $269	-1 Reduced 0.46%	217 $57,000
Q1 2019 May 15, 2019	BUY	$188.52 - $261.41 $10,180 - $14,116	54 Added 32.93%	218 $56,000
Q4 2018 Feb 14, 2019	BUY	$182.75 - $231.32 $9,320 - $11,797	51 Added 45.13%	164 $32,000
Q3 2018 Nov 13, 2018	BUY	$202.68 - $228.18 $22,902 - $25,784	113 New	113 $26,000

Others Institutions Holding INTU

# of Institutions

2,524

Shares Held

238M

Call Options Held

Put Options Held

4.69M

Vanguard Group Inc Valley Forge, PA

28.6M
Shares

$18.6 Billion
0.3% of portfolio
Black Rock Inc. New York, NY

24.4M
Shares

$15.9 Billion
0.37% of portfolio
State Street Corp Boston, MA

12.9M
Shares

$8.38 Billion
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

10.6M
Shares

$6.87 Billion
0.48% of portfolio
Geode Capital Management, LLC Boston, MA

6.53M
Shares

$4.24 Billion
0.29% of portfolio

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $183B
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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