A detailed history of Epic Trust Investment Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 1,090 shares of INTU stock, worth $697,730. This represents 0.84% of its overall portfolio holdings.

Number of Shares
1,090
Previous 891 22.33%
Holding current value
$697,730
Previous $579,000 23.66%
% of portfolio
0.84%
Previous 0.75%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$562.97 - $670.27 $112,031 - $133,383
199 Added 22.33%
1,090 $716,000
Q1 2024

Apr 19, 2024

BUY
$586.82 - $669.36 $16,430 - $18,742
28 Added 3.24%
891 $579,000
Q4 2023

Feb 05, 2024

BUY
$479.45 - $629.12 $24,931 - $32,714
52 Added 6.41%
863 $539,000
Q3 2023

Oct 16, 2023

SELL
$448.19 - $553.61 $18,823 - $23,251
-42 Reduced 4.92%
811 $414,000
Q2 2023

Jul 24, 2023

SELL
$406.09 - $459.63 $92,588 - $104,795
-228 Reduced 21.09%
853 $390,000
Q1 2023

May 09, 2023

SELL
$375.62 - $452.16 $98,412 - $118,465
-262 Reduced 19.51%
1,081 $481,000
Q4 2022

Feb 14, 2023

SELL
$356.47 - $432.08 $19,249 - $23,332
-54 Reduced 3.87%
1,343 $523,000
Q3 2022

Nov 07, 2022

BUY
$379.87 - $489.23 $530,678 - $683,454
1,397 New
1,397 $541,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $180B
  • 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
Track This Portfolio

Track Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.