A detailed history of Creative One Wealth, LLC transactions in Intuit Inc stock. As of the latest transaction made, Creative One Wealth, LLC holds 7,475 shares of INTU stock, worth $4.91 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,475
Previous 5,513 35.59%
Holding current value
$4.91 Million
Previous $3.45 Million 41.04%
% of portfolio
0.19%
Previous 0.22%

Shares

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

May 14, 2024

BUY
$586.82 - $669.36 $1.15 Million - $1.31 Million
1,962 Added 35.59%
7,475 $4.86 Million
Q4 2023

Feb 09, 2024

BUY
$479.45 - $629.12 $186,506 - $244,727
389 Added 7.59%
5,513 $3.45 Million
Q3 2023

Oct 17, 2023

SELL
$448.19 - $553.61 $1.33 Million - $1.64 Million
-2,964 Reduced 36.65%
5,124 $2.62 Million
Q2 2023

Aug 16, 2023

BUY
$406.09 - $459.63 $1.25 Million - $1.42 Million
3,087 Added 61.73%
8,088 $3.71 Million
Q2 2023

Aug 14, 2023

SELL
$406.09 - $459.63 $1.21 Million - $1.36 Million
-2,968 Reduced 37.24%
5,001 $2.01 Million
Q1 2023

May 15, 2023

BUY
$375.62 - $452.16 $670,106 - $806,653
1,784 Added 28.84%
7,969 $3.55 Million
Q4 2022

Feb 14, 2023

BUY
$356.47 - $432.08 $311,198 - $377,205
873 Added 16.43%
6,185 $2.41 Million
Q3 2022

Nov 14, 2022

BUY
$379.87 - $489.23 $406,460 - $523,476
1,070 Added 25.22%
5,312 $2.06 Million
Q2 2022

Aug 12, 2022

BUY
$353.31 - $505.65 $140,617 - $201,248
398 Added 10.35%
4,242 $1.64 Million
Q1 2022

May 13, 2022

BUY
$424.63 - $631.47 $126,115 - $187,546
297 Added 8.37%
3,844 $1.85 Million
Q4 2021

Feb 15, 2022

SELL
$525.35 - $694.66 $43,078 - $56,962
-82 Reduced 2.26%
3,547 $2.28 Million
Q3 2021

Nov 16, 2021

BUY
$491.05 - $577.92 $125,217 - $147,369
255 Added 7.56%
3,629 $1.96 Million
Q2 2021

Aug 13, 2021

BUY
$392.04 - $491.4 $95,265 - $119,410
243 Added 7.76%
3,374 $1.65 Million
Q1 2021

May 17, 2021

SELL
$361.0 - $422.26 $63,175 - $73,895
-175 Reduced 5.29%
3,131 $1.2 Million
Q4 2020

Feb 12, 2021

BUY
$314.68 - $381.16 $419,783 - $508,467
1,334 Added 67.65%
3,306 $1.26 Million
Q3 2020

Nov 13, 2020

BUY
$285.37 - $354.18 $63,637 - $78,982
223 Added 12.75%
1,972 $643,000
Q2 2020

Aug 13, 2020

BUY
$218.12 - $296.19 $103,170 - $140,097
473 Added 37.07%
1,749 $519,000
Q1 2020

May 14, 2020

BUY
$194.72 - $305.61 $248,462 - $389,958
1,276 New
1,276 $293,000

Others Institutions Holding INTU

About INTUIT INC


  • 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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