A detailed history of Exencial Wealth Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 1,025 shares of INTU stock, worth $670,596. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,025
Previous 1,103 7.07%
Holding current value
$670,596
Previous $716,000 6.01%
% of portfolio
0.03%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $184B
  • 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 Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth 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 Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.