Evercore Wealth Management, LLC Intuit Inc Transaction History

Evercore Wealth Management, LLC

$6.35 Billion
Q2 2024

A detailed history of Evercore Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,001 shares of INTU stock, worth $674,824. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,001

Previous 1,079 7.23%

Holding current value

$674,824

Previous $701,000 6.28%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$562.97 - $670.27 $43,911 - $52,281	-78 Reduced 7.23%	1,001 $657,000
Q1 2024 May 15, 2024	SELL	$586.82 - $669.36 $8,215 - $9,371	-14 Reduced 1.28%	1,079 $701,000
Q4 2023 Feb 14, 2024	BUY	$479.45 - $629.12 $6,712 - $8,807	14 Added 1.3%	1,093 $683,000
Q3 2023 Nov 14, 2023	BUY	$448.19 - $553.61 $9,411 - $11,625	21 Added 1.98%	1,079 $551,000
Q2 2023 Aug 04, 2023	SELL	$406.09 - $459.63 $50,761 - $57,453	-125 Reduced 10.57%	1,058 $484,000
Q1 2023 May 15, 2023	SELL	$375.62 - $452.16 $180,673 - $217,488	-481 Reduced 28.91%	1,183 $527,000
Q4 2022 Feb 14, 2023	BUY	$356.47 - $432.08 $141,518 - $171,535	397 Added 31.33%	1,664 $647,000
Q3 2022 Nov 14, 2022	BUY	$379.87 - $489.23 $128,016 - $164,870	337 Added 36.24%	1,267 $491,000
Q1 2022 May 16, 2022	SELL	$424.63 - $631.47 $424 - $631	-1 Reduced 0.11%	930 $447,000
Q4 2021 Feb 14, 2022	SELL	$525.35 - $694.66 $19,437 - $25,702	-37 Reduced 3.82%	931 $599,000
Q2 2021 Aug 16, 2021	SELL	$392.04 - $491.4 $148,583 - $186,240	-379 Reduced 28.14%	968 $474,000
Q1 2021 May 17, 2021	SELL	$361.0 - $422.26 $12,274 - $14,356	-34 Reduced 2.46%	1,347 $516,000
Q4 2020 Feb 16, 2021	SELL	$314.68 - $381.16 $9,440 - $11,434	-30 Reduced 2.13%	1,381 $525,000
Q3 2020 Nov 16, 2020	SELL	$285.37 - $354.18 $285 - $354	-1 Reduced 0.07%	1,411 $460,000
Q2 2020 Aug 13, 2020	SELL	$218.12 - $296.19 $29,882 - $40,578	-137 Reduced 8.84%	1,412 $418,000
Q1 2020 May 14, 2020	SELL	$194.72 - $305.61 $177,584 - $278,716	-912 Reduced 37.06%	1,549 $356,000
Q4 2019 Feb 13, 2020	BUY	$251.9 - $273.5 $110,080 - $119,519	437 Added 21.59%	2,461 $645,000
Q3 2019 Nov 14, 2019	BUY	$263.19 - $292.31 $38,425 - $42,677	146 Added 7.77%	2,024 $538,000
Q2 2019 Aug 13, 2019	SELL	$236.93 - $269.08 $236 - $269	-1 Reduced 0.05%	1,878 $490,000
Q1 2019 May 14, 2019	BUY	$188.52 - $261.41 $94,637 - $131,227	502 Added 36.46%	1,879 $491,000
Q4 2018 Feb 13, 2019	BUY	$182.75 - $231.32 $6,396 - $8,096	35 Added 2.61%	1,377 $271,000
Q3 2018 Nov 13, 2018	BUY	$202.68 - $228.18 $9,931 - $11,180	49 Added 3.79%	1,342 $305,000
Q2 2018 Aug 14, 2018	SELL	$167.68 - $213.52 $17,606 - $22,419	-105 Reduced 7.51%	1,293 $264,000
Q1 2018 May 15, 2018	SELL	$152.75 - $178.59 $3,818 - $4,464	-25 Reduced 1.76%	1,398 $242,000
Q4 2017 Feb 13, 2018	SELL	$141.74 - $161.13 $10,347 - $11,762	-73 Reduced 4.88%	1,423 $225,000
Q3 2017 Nov 13, 2017	BUY	$134.11 - $146.32 $200,628 - $218,894	1,496	1,496 $212,000

Others Institutions Holding INTU

# of Institutions

2,111

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $190B
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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Evercore Wealth Management, LLC Intuit Inc Transaction History