Creative Planning Intuit Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Intuit Inc stock. As of the latest transaction made, Creative Planning holds 53,552 shares of INTU stock, worth $34.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

53,552

Previous 50,716 5.59%

Holding current value

$34.1 Million

Previous $33.3 Million 0.23%

% of portfolio

0.03%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$602.97 - $670.49 $1.71 Million - $1.9 Million	2,836 Added 5.59%	53,552 $33.3 Million
Q2 2024 Aug 15, 2024	BUY	$562.97 - $670.27 $178,461 - $212,475	317 Added 0.63%	50,716 $33.3 Million
Q1 2024 May 10, 2024	BUY	$586.82 - $669.36 $1.97 Million - $2.25 Million	3,354 Added 7.13%	50,399 $32.8 Million
Q4 2023 Feb 14, 2024	BUY	$479.45 - $629.12 $697,599 - $915,369	1,455 Added 3.19%	47,045 $29.4 Million
Q3 2023 Nov 16, 2023	BUY	$448.19 - $553.61 $855,146 - $1.06 Million	1,908 Added 4.37%	45,590 $23.3 Million
Q2 2023 Jul 21, 2023	BUY	$406.09 - $459.63 $995,326 - $1.13 Million	2,451 Added 5.94%	43,682 $20 Million
Q1 2023 May 15, 2023	BUY	$375.62 - $452.16 $380,127 - $457,585	1,012 Added 2.52%	41,231 $18.4 Million
Q4 2022 Feb 10, 2023	BUY	$356.47 - $432.08 $918,623 - $1.11 Million	2,577 Added 6.85%	40,219 $15.7 Million
Q3 2022 Nov 03, 2022	BUY	$379.87 - $489.23 $634,762 - $817,503	1,671 Added 4.65%	37,642 $14.6 Million
Q2 2022 Aug 15, 2022	BUY	$353.31 - $505.65 $1.91 Million - $2.74 Million	5,410 Added 17.7%	35,971 $13.9 Million
Q1 2022 May 16, 2022	SELL	$424.63 - $631.47 $436,944 - $649,782	-1,029 Reduced 3.26%	30,561 $14.7 Million
Q4 2021 Feb 11, 2022	SELL	$525.35 - $694.66 $509,064 - $673,125	-969 Reduced 2.98%	31,590 $20.3 Million
Q3 2021 Nov 10, 2021	SELL	$491.05 - $577.92 $1.84 Million - $2.16 Million	-3,737 Reduced 10.3%	32,559 $17.6 Million
Q2 2021 Aug 04, 2021	SELL	$392.04 - $491.4 $7.55 Million - $9.46 Million	-19,249 Reduced 34.65%	36,296 $17.8 Million
Q1 2021 Apr 30, 2021	BUY	$361.0 - $422.26 $6.23 Million - $7.29 Million	17,259 Added 45.08%	55,545 $21.3 Million
Q4 2020 Jan 29, 2021	BUY	$314.68 - $381.16 $2.98 Million - $3.61 Million	9,462 Added 32.83%	38,286 $14.5 Million
Q3 2020 Nov 05, 2020	BUY	$285.37 - $354.18 $563,035 - $698,797	1,973 Added 7.35%	28,824 $9.4 Million
Q2 2020 Jul 23, 2020	BUY	$218.12 - $296.19 $44,496 - $60,422	204 Added 0.77%	26,851 $7.95 Million
Q1 2020 May 05, 2020	BUY	$194.72 - $305.61 $1.87 Million - $2.93 Million	9,598 Added 56.3%	26,647 $6.13 Million
Q4 2019 Jan 30, 2020	BUY	$251.9 - $273.5 $262,227 - $284,713	1,041 Added 6.5%	17,049 $4.47 Million
Q3 2019 Nov 01, 2019	BUY	$263.19 - $292.31 $232,659 - $258,402	884 Added 5.85%	16,008 $4.26 Million
Q2 2019 Jul 26, 2019	BUY	$236.93 - $269.08 $1.12 Million - $1.27 Million	4,707 Added 45.19%	15,124 $3.95 Million
Q1 2019 Apr 24, 2019	SELL	$188.52 - $261.41 $46,941 - $65,091	-249 Reduced 2.33%	10,417 $2.72 Million
Q4 2018 Feb 01, 2019	BUY	$182.75 - $231.32 $247,991 - $313,901	1,357 Added 14.58%	10,666 $2.1 Million
Q3 2018 Oct 25, 2018	BUY	$202.68 - $228.18 $25,132 - $28,294	124 Added 1.35%	9,309 $2.12 Million
Q2 2018 Jul 20, 2018	BUY	$167.68 - $213.52 $46,112 - $58,718	275 Added 3.09%	9,185 $1.88 Million
Q1 2018 Apr 18, 2018	SELL	$152.75 - $178.59 $790,328 - $924,024	-5,174 Reduced 36.74%	8,910 $1.55 Million
Q4 2017 Jan 17, 2018	SELL	$141.74 - $161.13 $76,539 - $87,010	-540 Reduced 3.69%	14,084 $2.22 Million
Q3 2017 Oct 17, 2017	BUY	$134.11 - $146.32 $1.96 Million - $2.14 Million	14,624	14,624 $2.08 Million

Others Institutions Holding INTU

# of Institutions

2,149

Shares Held

225M

Call Options Held

2.16M

Put Options Held

2.81M

View Full List

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 & ...

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Creative Planning Intuit Inc Transaction History