Copeland Capital Management, LLC Intuit Inc Transaction History

Copeland Capital Management, LLC

  • $5.24 Billion
  • Q2 2024

A detailed history of Copeland Capital Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Copeland Capital Management, LLC holds 29,735 shares of INTU stock, worth $19.5 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
29,735
Previous 28,733 3.49%
Holding current value
$19.5 Million
Previous $18.7 Million 4.64%
% of portfolio
0.37%
Previous 0.35%

Shares

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

Jul 26, 2024
BUY
$562.97 - $670.27 $564,095 - $671,610
1,002 Added 3.49%
29,735 $19.5 Million
Q1 2024

Apr 19, 2024
BUY
$586.82 - $669.36 $1.24 Million - $1.41 Million
2,107 Added 7.91%
28,733 $18.7 Million
Q4 2023

Jan 19, 2024
SELL
$479.45 - $629.12 $282,875 - $371,180
-590 Reduced 2.17%
26,626 $16.6 Million
Q3 2023

Oct 23, 2023
SELL
$448.19 - $553.61 $286,841 - $354,310
-640 Reduced 2.3%
27,216 $13.9 Million
Q2 2023

Jul 14, 2023
BUY
$406.09 - $459.63 $4.07 Million - $4.6 Million
10,018 Added 56.16%
27,856 $12.8 Million
Q1 2023

Apr 14, 2023
SELL
$375.62 - $452.16 $238,518 - $287,121
-635 Reduced 3.44%
17,838 $7.95 Million
Q4 2022

Jan 13, 2023
SELL
$356.47 - $432.08 $381,422 - $462,325
-1,070 Reduced 5.48%
18,473 $7.19 Million
Q3 2022

Oct 12, 2022
SELL
$379.87 - $489.23 $299,337 - $385,513
-788 Reduced 3.88%
19,543 $7.57 Million
Q2 2022

Jul 15, 2022
SELL
$353.31 - $505.65 $95,747 - $137,031
-271 Reduced 1.32%
20,331 $7.84 Million
Q1 2022

Apr 18, 2022
SELL
$424.63 - $631.47 $116,773 - $173,654
-275 Reduced 1.32%
20,602 $9.91 Million
Q4 2021

Jan 18, 2022
SELL
$525.35 - $694.66 $883,113 - $1.17 Million
-1,681 Reduced 7.45%
20,877 $13.4 Million
Q3 2021

Jan 18, 2022
BUY
$491.05 - $577.92 $15,713 - $18,493
32 Added 0.14%
22,558 $12.2 Million
Q3 2021

Oct 20, 2021
BUY
$491.05 - $577.92 $3.09 Million - $3.63 Million
6,288 Added 38.72%
22,526 $12.2 Million
Q2 2021

Jan 18, 2022
BUY
$392.04 - $491.4 $7,056 - $8,845
18 Added 0.11%
16,238 $7.96 Million
Q2 2021

Jul 19, 2021
BUY
$392.04 - $491.4 $85,464 - $107,125
218 Added 1.36%
16,220 $7.95 Million
Q1 2021

Jan 18, 2022
BUY
$361.0 - $422.26 $23,826 - $27,869
66 Added 0.41%
16,002 $6.13 Million
Q1 2021

Apr 26, 2021
SELL
$361.0 - $422.26 $281,580 - $329,362
-780 Reduced 4.67%
15,936 $6.1 Million
Q4 2020

Jan 18, 2022
BUY
$314.68 - $381.16 $19,195 - $23,250
61 Added 0.37%
16,716 $6.35 Million
Q4 2020

Jan 27, 2021
SELL
$314.68 - $381.16 $318,456 - $385,733
-1,012 Reduced 5.73%
16,655 $6.33 Million
Q3 2020

Jan 18, 2022
BUY
$285.37 - $354.18 $6,563 - $8,146
23 Added 0.13%
17,667 $5.76 Million
Q3 2020

Oct 22, 2020
BUY
$285.37 - $354.18 $549,622 - $682,150
1,926 Added 12.25%
17,644 $5.76 Million
Q2 2020

Jan 18, 2022
BUY
$218.12 - $296.19 $5,016 - $6,812
23 Added 0.15%
15,718 $4.66 Million
Q2 2020

Jul 30, 2020
SELL
$218.12 - $296.19 $140,033 - $190,153
-642 Reduced 3.93%
15,695 $4.65 Million
Q1 2020

Jan 18, 2022
BUY
$194.72 - $305.61 $4,478 - $7,029
23 Added 0.14%
16,337 $3.76 Million
Q1 2020

Apr 29, 2020
SELL
$194.72 - $305.61 $1.64 Million - $2.58 Million
-8,440 Reduced 34.1%
16,314 $3.75 Million
Q4 2019

Jan 18, 2022
BUY
$251.9 - $273.5 $5,793 - $6,290
23 Added 0.09%
24,754 $6.48 Million
Q4 2019

Feb 03, 2020
SELL
$251.9 - $273.5 $84,386 - $91,622
-335 Reduced 1.34%
24,731 $6.48 Million
Q3 2019

Jan 18, 2022
BUY
$263.19 - $292.31 $11,317 - $12,569
43 Added 0.17%
25,066 $6.67 Million
Q3 2019

Nov 06, 2019
BUY
$263.19 - $292.31 $2.99 Million - $3.32 Million
11,356 Added 83.09%
25,023 $6.66 Million
Q2 2019

Jan 18, 2022
BUY
$236.93 - $269.08 $54,967 - $62,426
232 Added 1.73%
13,667 $3.57 Million
Q2 2019

Jul 19, 2019
SELL
$236.93 - $269.08 $105,670 - $120,009
-446 Reduced 3.21%
13,435 $3.51 Million
Q1 2019

Jan 18, 2022
BUY
$188.52 - $261.41 $8,294 - $11,502
44 Added 0.32%
13,881 $3.63 Million
Q1 2019

Apr 24, 2019
SELL
$188.52 - $261.41 $4.4 Million - $6.11 Million
-23,363 Reduced 62.8%
13,837 $3.62 Million
Q4 2018

Jan 18, 2022
BUY
$182.75 - $231.32 $6,213 - $7,864
34 Added 0.09%
37,200 $7.32 Million
Q4 2018

Jan 28, 2019
SELL
$182.75 - $231.32 $6.3 Million - $7.97 Million
-34,463 Reduced 48.11%
37,166 $7.32 Million
Q3 2018

Nov 01, 2018
SELL
$202.68 - $228.18 $3.01 Million - $3.39 Million
-14,849 Reduced 17.17%
71,629 $16.3 Million
Q2 2018

Jul 17, 2018
SELL
$167.68 - $213.52 $853,658 - $1.09 Million
-5,091 Reduced 5.56%
86,478 $17.7 Million
Q1 2018

May 04, 2018
SELL
$152.75 - $178.59 $467,567 - $546,663
-3,061 Reduced 3.23%
91,569 $15.9 Million
Q4 2017

Jan 30, 2018
SELL
$141.74 - $161.13 $285,606 - $324,676
-2,015 Reduced 2.08%
94,630 $14.9 Million
Q3 2017

Oct 27, 2017
BUY
$134.11 - $146.32 $13 Million - $14.1 Million
96,645
96,645 $13.7 Million

Others Institutions Holding INTU

# of Institutions
2,127
Shares Held
229M
Call Options Held
2.09M
Put Options Held
2.98M
View Full List

About INTUIT INC

INTU Quotes by TradingView
  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $185B
  • 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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