Ep Wealth Advisors, LLC Intuit Inc Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,863 shares of INTU stock, worth $3.85 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,863

Previous 5,287 10.89%

Holding current value

$3.85 Million

Previous $3.3 Million 15.31%

% of portfolio

0.05%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,085

Shares Held

223M

Call Options Held

1.82M

Put Options Held

2.33M

View Full List

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 & ...

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Ep Wealth Advisors, LLC Intuit Inc Transaction History