A detailed history of Exencial Wealth Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 854 shares of INTU stock, worth $541,965. This represents 0.02% of its overall portfolio holdings.

Number of Shares
854
Previous 1,025 16.68%
Holding current value
$541,965
Previous $673,000 21.25%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 31, 2024

SELL
$602.97 - $670.49 $103,107 - $114,653
-171 Reduced 16.68%
854 $530,000
Q2 2024

Aug 12, 2024

SELL
$562.97 - $670.27 $43,911 - $52,281
-78 Reduced 7.07%
1,025 $673,000
Q1 2024

May 10, 2024

SELL
$586.82 - $669.36 $17,604 - $20,080
-30 Reduced 2.65%
1,103 $716,000
Q4 2023

Feb 13, 2024

SELL
$479.45 - $629.12 $302,532 - $396,974
-631 Reduced 35.77%
1,133 $708,000
Q3 2023

Nov 08, 2023

SELL
$448.19 - $553.61 $1,792 - $2,214
-4 Reduced 0.23%
1,764 $901,000
Q2 2023

Aug 10, 2023

SELL
$406.09 - $459.63 $129,542 - $146,621
-319 Reduced 15.29%
1,768 $810,000
Q1 2023

May 02, 2023

SELL
$375.62 - $452.16 $3.58 Million - $4.31 Million
-9,533 Reduced 82.04%
2,087 $930,000
Q4 2022

Feb 14, 2023

SELL
$356.47 - $432.08 $3.98 Million - $4.83 Million
-11,167 Reduced 49.01%
11,620 $4.52 Million
Q3 2022

Nov 08, 2022

BUY
$379.87 - $489.23 $113,961 - $146,769
300 Added 1.33%
22,787 $8.83 Million
Q2 2022

Aug 11, 2022

BUY
$353.31 - $505.65 $441,637 - $632,062
1,250 Added 5.89%
22,487 $8.67 Million
Q1 2022

May 12, 2022

BUY
$424.63 - $631.47 $50,530 - $75,144
119 Added 0.56%
21,237 $10.2 Million
Q4 2021

Feb 10, 2022

SELL
$525.35 - $694.66 $3.91 Million - $5.17 Million
-7,440 Reduced 26.05%
21,118 $13.6 Million
Q3 2021

Nov 04, 2021

BUY
$491.05 - $577.92 $3.23 Million - $3.81 Million
6,584 Added 29.96%
28,558 $15.4 Million
Q2 2021

Aug 16, 2021

SELL
$392.04 - $491.4 $100,754 - $126,289
-257 Reduced 1.16%
21,974 $10.8 Million
Q1 2021

May 06, 2021

BUY
$361.0 - $422.26 $675,070 - $789,626
1,870 Added 9.18%
22,231 $8.52 Million
Q4 2020

Feb 11, 2021

BUY
$314.68 - $381.16 $677,191 - $820,256
2,152 Added 11.82%
20,361 $7.73 Million
Q3 2020

Nov 13, 2020

BUY
$285.37 - $354.18 $168,939 - $209,674
592 Added 3.36%
18,209 $5.94 Million
Q2 2020

Aug 17, 2020

BUY
$218.12 - $296.19 $334,159 - $453,763
1,532 Added 9.52%
17,617 $5.22 Million
Q1 2020

May 15, 2020

BUY
$194.72 - $305.61 $302,594 - $474,917
1,554 Added 10.69%
16,085 $3.7 Million
Q4 2019

Feb 14, 2020

BUY
$251.9 - $273.5 $99,752 - $108,306
396 Added 2.8%
14,531 $3.81 Million
Q3 2019

Nov 13, 2019

SELL
$263.19 - $292.31 $382,941 - $425,311
-1,455 Reduced 9.33%
14,135 $3.76 Million
Q2 2019

Aug 14, 2019

SELL
$236.93 - $269.08 $79,371 - $90,141
-335 Reduced 2.1%
15,590 $4.07 Million
Q1 2019

May 08, 2019

SELL
$188.52 - $261.41 $85,965 - $119,202
-456 Reduced 2.78%
15,925 $4.16 Million
Q4 2018

Feb 06, 2019

BUY
$182.75 - $231.32 $14,071 - $17,811
77 Added 0.47%
16,381 $3.23 Million
Q3 2018

Nov 05, 2018

SELL
$202.68 - $228.18 $431,505 - $485,795
-2,129 Reduced 11.55%
16,304 $3.71 Million
Q2 2018

Aug 01, 2018

SELL
$167.68 - $213.52 $168,853 - $215,014
-1,007 Reduced 5.18%
18,433 $3.77 Million
Q1 2018

May 09, 2018

SELL
$152.75 - $178.59 $119,603 - $139,835
-783 Reduced 3.87%
19,440 $3.37 Million
Q4 2017

Feb 09, 2018

SELL
$141.74 - $161.13 $122,888 - $139,699
-867 Reduced 4.11%
20,223 $3.19 Million
Q3 2017

Nov 08, 2017

BUY
$134.11 - $146.32 $2.83 Million - $3.09 Million
21,090
21,090 $3 Million

Others Institutions Holding INTU

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 & ...
More about INTU
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