A detailed history of Congress Wealth Management LLC transactions in Intuit Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 27,636 shares of INTU stock, worth $17.6 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
27,636
Previous 27,384 0.92%
Holding current value
$17.6 Million
Previous $17.1 Million 4.95%
% of portfolio
0.32%
Previous 0.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$586.82 - $669.36 $147,878 - $168,678
252 Added 0.92%
27,636 $18 Million
Q4 2023

Feb 09, 2024

BUY
$479.45 - $629.12 $295,820 - $388,167
617 Added 2.31%
27,384 $17.1 Million
Q3 2023

Oct 30, 2023

BUY
$448.19 - $553.61 $381,857 - $471,675
852 Added 3.29%
26,767 $13.7 Million
Q2 2023

Jul 13, 2023

BUY
$406.09 - $459.63 $79,187 - $89,627
195 Added 0.76%
25,915 $11.9 Million
Q1 2023

Apr 14, 2023

BUY
$375.62 - $452.16 $365,102 - $439,499
972 Added 3.93%
25,720 $11.5 Million
Q4 2022

Feb 02, 2023

SELL
$356.47 - $432.08 $227,427 - $275,667
-638 Reduced 2.51%
24,748 $9.63 Million
Q3 2022

Nov 08, 2022

BUY
$379.87 - $489.23 $378,730 - $487,762
997 Added 4.09%
25,386 $9.83 Million
Q2 2022

Aug 11, 2022

SELL
$353.31 - $505.65 $32,151 - $46,014
-91 Reduced 0.37%
24,389 $9.4 Million
Q1 2022

May 16, 2022

BUY
$424.63 - $631.47 $256,051 - $380,776
603 Added 2.53%
24,480 $11.8 Million
Q4 2021

Feb 04, 2022

BUY
$525.35 - $694.66 $12.5 Million - $16.6 Million
23,877 New
23,877 $15.4 Million

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $180B
  • 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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