Creative One Wealth, LLC Intuit Inc Transaction History

Creative One Wealth, LLC

$1.97 Billion
Q2 2024

A detailed history of Creative One Wealth, LLC transactions in Intuit Inc stock. As of the latest transaction made, Creative One Wealth, LLC holds 7,372 shares of INTU stock, worth $4.97 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,372

Previous 7,475 1.38%

Holding current value

$4.97 Million

Previous $4.86 Million 0.29%

% of portfolio

0.25%

Previous 0.19%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$562.97 - $670.27 $57,985 - $69,037	-103 Reduced 1.38%	7,372 $4.85 Million
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

# of Institutions

2,111

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $190B
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 One Wealth, LLC Intuit Inc Transaction History