A detailed history of Ep Wealth Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,987 shares of INTU stock, worth $6.44 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,987
Previous 5,565 79.46%
Holding current value
$6.44 Million
Previous $3.66 Million 69.57%
% of portfolio
0.06%
Previous 0.04%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$602.97 - $670.49 $2.67 Million - $2.96 Million
4,422 Added 79.46%
9,987 $6.2 Million
Q2 2024

Aug 19, 2024

SELL
$562.97 - $670.27 $167,765 - $199,740
-298 Reduced 5.08%
5,565 $3.66 Million
Q1 2024

May 14, 2024

BUY
$586.82 - $669.36 $338,008 - $385,551
576 Added 10.89%
5,863 $3.81 Million
Q4 2023

Feb 28, 2024

BUY
$479.45 - $629.12 $170,684 - $223,966
356 Added 7.22%
5,287 $3.3 Million
Q3 2023

Nov 22, 2023

SELL
$448.19 - $553.61 $4.69 Million - $5.79 Million
-10,467 Reduced 67.98%
4,931 $2.52 Million
Q2 2023

Aug 14, 2023

SELL
$406.09 - $459.63 $26.3 Million - $29.7 Million
-64,713 Reduced 80.78%
15,398 $7.06 Million
Q1 2023

Jun 05, 2023

BUY
$375.62 - $452.16 $30.1 Million - $36.2 Million
80,111 New
80,111 $35.7 Million
Q4 2022

Jun 12, 2023

SELL
$356.47 - $432.08 $27.3 Million - $33.1 Million
-76,709 Reduced 95.75%
3,402 $1.32 Million
Q2 2022

Aug 11, 2022

BUY
$353.31 - $505.65 $567,062 - $811,568
1,605 Added 46.52%
5,055 $1.95 Million
Q1 2022

May 20, 2022

BUY
$424.63 - $631.47 $171,550 - $255,113
404 Added 13.26%
3,450 $1.66 Million
Q4 2021

Feb 17, 2022

SELL
$525.35 - $694.66 $239,034 - $316,070
-455 Reduced 13.0%
3,046 $1.96 Million
Q3 2021

Nov 23, 2021

SELL
$491.05 - $577.92 $4.03 Million - $4.74 Million
-8,198 Reduced 70.07%
3,501 $1.89 Million
Q3 2021

Nov 16, 2021

BUY
$491.05 - $577.92 $4.81 Million - $5.66 Million
9,797 Added 515.09%
11,699 $1.89 Million
Q2 2021

Aug 24, 2021

BUY
$392.04 - $491.4 $29,010 - $36,363
74 Added 4.05%
1,902 $932,000
Q1 2021

May 17, 2021

BUY
$361.0 - $422.26 $100,719 - $117,810
279 Added 18.01%
1,828 $700,000
Q4 2020

Feb 18, 2021

BUY
$314.68 - $381.16 $118,005 - $142,935
375 Added 31.94%
1,549 $588,000
Q3 2020

Nov 17, 2020

SELL
$285.37 - $354.18 $16,266 - $20,188
-57 Reduced 4.63%
1,174 $383,000
Q2 2020

Aug 14, 2020

BUY
$218.12 - $296.19 $34,681 - $47,094
159 Added 14.83%
1,231 $365,000
Q1 2020

May 18, 2020

SELL
$194.72 - $305.61 $23,561 - $36,978
-121 Reduced 10.14%
1,072 $247,000
Q4 2019

Feb 14, 2020

BUY
$251.9 - $273.5 $38,540 - $41,845
153 Added 14.71%
1,193 $312,000
Q3 2019

Nov 18, 2019

SELL
$263.19 - $292.31 $7,632 - $8,476
-29 Reduced 2.71%
1,040 $277,000
Q2 2019

Aug 27, 2019

SELL
$236.93 - $269.08 $9,951 - $11,301
-42 Reduced 3.78%
1,069 $279,000
Q1 2019

May 20, 2019

BUY
$188.52 - $261.41 $209,445 - $290,426
1,111 New
1,111 $290,000
Q4 2018

Feb 19, 2019

SELL
$182.75 - $231.32 $183,846 - $232,707
-1,006 Closed
0 $0
Q3 2018

Nov 15, 2018

BUY
$202.68 - $228.18 $203,896 - $229,549
1,006 New
1,006 $229,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $182B
  • 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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