Donaldson Capital Management, LLC Intuit Inc Transaction History

Donaldson Capital Management, LLC

$2.59 Billion
Q3 2024

A detailed history of Donaldson Capital Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 10,610 shares of INTU stock, worth $6.75 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

10,610

Previous 11,821 10.24%

Holding current value

$6.75 Million

Previous $7.77 Million 15.19%

% of portfolio

0.25%

Previous 0.33%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$602.97 - $670.49 $730,196 - $811,963	-1,211 Reduced 10.24%	10,610 $6.59 Million
Q2 2024 Jul 31, 2024	BUY	$562.97 - $670.27 $258,403 - $307,653	459 Added 4.04%	11,821 $7.77 Million
Q1 2024 Apr 22, 2024	BUY	$586.82 - $669.36 $245,290 - $279,792	418 Added 3.82%	11,362 $7.39 Million
Q4 2023 Jan 30, 2024	SELL	$479.45 - $629.12 $1.73 Million - $2.27 Million	-3,607 Reduced 24.79%	10,944 $6.84 Million
Q3 2023 Oct 11, 2023	SELL	$448.19 - $553.61 $23,754 - $29,341	-53 Reduced 0.36%	14,551 $7.43 Million
Q2 2023 Jul 17, 2023	BUY	$406.09 - $459.63 $214,821 - $243,144	529 Added 3.76%	14,604 $6.69 Million
Q1 2023 Apr 13, 2023	SELL	$375.62 - $452.16 $202,459 - $243,714	-539 Reduced 3.69%	14,075 $6.28 Million
Q4 2022 Feb 08, 2023	BUY	$356.47 - $432.08 $93,038 - $112,772	261 Added 1.82%	14,614 $5.69 Million
Q3 2022 Oct 13, 2022	SELL	$379.87 - $489.23 $17,474 - $22,504	-46 Reduced 0.32%	14,353 $5.56 Million
Q2 2022 Aug 11, 2022	SELL	$353.31 - $505.65 $300,666 - $430,308	-851 Reduced 5.58%	14,399 $5.55 Million
Q1 2022 May 13, 2022	SELL	$424.63 - $631.47 $1.13 Million - $1.67 Million	-2,650 Reduced 14.8%	15,250 $7.33 Million
Q4 2021 Jan 21, 2022	SELL	$525.35 - $694.66 $100,867 - $133,374	-192 Reduced 1.06%	17,900 $11.5 Million
Q3 2021 Nov 04, 2021	SELL	$491.05 - $577.92 $1.28 Million - $1.5 Million	-2,599 Reduced 12.56%	18,092 $9.76 Million
Q2 2021 Jul 28, 2021	BUY	$392.04 - $491.4 $168,577 - $211,302	430 Added 2.12%	20,691 $10.1 Million
Q1 2021 May 05, 2021	BUY	$361.0 - $422.26 $304,323 - $355,965	843 Added 4.34%	20,261 $7.76 Million
Q4 2020 Jan 11, 2021	BUY	$314.68 - $381.16 $195,101 - $236,319	620 Added 3.3%	19,418 $7.38 Million
Q3 2020 Nov 02, 2020	BUY	$285.37 - $354.18 $697,158 - $865,261	2,443 Added 14.94%	18,798 $6.13 Million
Q2 2020 Jul 27, 2020	BUY	$218.12 - $296.19 $218,120 - $296,190	1,000 Added 6.51%	16,355 $4.84 Million
Q1 2020 Apr 16, 2020	BUY	$194.72 - $305.61 $2.14 Million - $3.36 Million	10,981 Added 251.05%	15,355 $3.53 Million
Q4 2019 Jan 14, 2020	BUY	$251.9 - $273.5 $816,911 - $886,960	3,243 Added 286.74%	4,374 $1.15 Million
Q3 2019 Nov 04, 2019	BUY	$263.19 - $292.31 $297,667 - $330,602	1,131 New	1,131 $301,000

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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Donaldson Capital Management, LLC Intuit Inc Transaction History