Crestwood Advisors Group LLC Intuit Inc Transaction History

Crestwood Advisors Group LLC

$5.4 Billion
Q2 2025

A detailed history of Crestwood Advisors Group LLC transactions in Intuit Inc stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 2,947 shares of INTU stock, worth $2.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,947

Previous 2,580 14.22%

Holding current value

$2.21 Million

Previous $1.58 Million 46.53%

% of portfolio

0.04%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$544.07 - $787.63 $199,673 - $289,060	367 Added 14.22%	2,947 $2.32 Million
Q1 2025 May 05, 2025	BUY	$555.63 - $630.23 $298,373 - $338,433	537 Added 26.28%	2,580 $1.58 Million
Q4 2024 Feb 04, 2025	BUY	$602.01 - $706.25 $228,763 - $268,375	380 Added 22.85%	2,043 $1.28 Million
Q3 2024 Oct 30, 2024	BUY	$602.97 - $670.49 $54,267 - $60,344	90 Added 5.72%	1,663 $1.03 Million
Q2 2024 Aug 01, 2024	SELL	$562.97 - $670.27 $52,919 - $63,005	-94 Reduced 5.64%	1,573 $1.03 Million
Q1 2024 May 08, 2024	SELL	$586.82 - $669.36 $137,315 - $156,630	-234 Reduced 12.31%	1,667 $1.08 Million
Q4 2023 Jan 29, 2024	BUY	$479.45 - $629.12 $20,616 - $27,052	43 Added 2.31%	1,901 $1.19 Million
Q3 2023 Nov 15, 2023	BUY	$448.19 - $553.61 $92,327 - $114,043	206 Added 12.47%	1,858 $949,000
Q2 2023 Aug 15, 2023	BUY	$406.09 - $459.63 $125,887 - $142,485	310 Added 23.1%	1,652 $756,000
Q1 2023 May 12, 2023	SELL	$375.62 - $452.16 $27,420 - $33,007	-73 Reduced 5.16%	1,342 $598,000
Q4 2022 Feb 14, 2023	BUY	$356.47 - $432.08 $24,952 - $30,245	70 Added 5.2%	1,415 $550,000
Q3 2022 Oct 26, 2022	SELL	$379.87 - $489.23 $1,139 - $1,467	-3 Reduced 0.22%	1,345 $521,000
Q2 2022 Jul 07, 2022	SELL	$353.31 - $505.65 $55,822 - $79,892	-158 Reduced 10.49%	1,348 $520,000
Q1 2022 Apr 12, 2022	SELL	$424.63 - $631.47 $200,425 - $298,053	-472 Reduced 23.86%	1,506 $724,000
Q4 2021 Feb 15, 2022	SELL	$525.35 - $694.66 $58,839 - $77,801	-112 Reduced 5.36%	1,978 $1.27 Million
Q3 2021 Nov 03, 2021	SELL	$491.05 - $577.92 $4,419 - $5,201	-9 Reduced 0.43%	2,090 $1.13 Million
Q2 2021 Aug 13, 2021	BUY	$392.04 - $491.4 $822,891 - $1.03 Million	2,099 New	2,099 $1.03 Million

Others Institutions Holding INTU

# of Institutions

2,410

Shares Held

232M

Call Options Held

3.19M

Put Options Held

4.43M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $211B
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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Crestwood Advisors Group LLC Intuit Inc Transaction History