A detailed history of Forum Financial Management, LP transactions in Intuit Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 1,111 shares of INTU stock, worth $726,860. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,111
Previous 1,116 0.45%
Holding current value
$726,860
Previous $725,000 0.69%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jul 30, 2024

SELL
$562.97 - $670.27 $2,814 - $3,351
-5 Reduced 0.45%
1,111 $730,000
Q1 2024

May 09, 2024

BUY
$586.82 - $669.36 $4,694 - $5,354
8 Added 0.72%
1,116 $725,000
Q3 2023

Nov 03, 2023

BUY
$448.19 - $553.61 $8,963 - $11,072
20 Added 1.84%
1,108 $566,000
Q2 2023

Jul 26, 2023

BUY
$406.09 - $459.63 $9,340 - $10,571
23 Added 2.16%
1,088 $498,000
Q1 2023

Apr 19, 2023

BUY
$375.62 - $452.16 $2,253 - $2,712
6 Added 0.57%
1,065 $474,000
Q4 2022

Jan 24, 2023

SELL
$356.47 - $432.08 $131,893 - $159,869
-370 Reduced 25.89%
1,059 $0
Q3 2022

Nov 07, 2022

SELL
$379.87 - $489.23 $59,259 - $76,319
-156 Reduced 9.84%
1,429 $553,000
Q2 2022

Aug 15, 2022

BUY
$353.31 - $505.65 $230,711 - $330,189
653 Added 70.06%
1,585 $611,000
Q1 2022

May 16, 2022

SELL
$424.63 - $631.47 $52,229 - $77,670
-123 Reduced 11.66%
932 $448,000
Q4 2021

Feb 18, 2022

BUY
$525.35 - $694.66 $554,244 - $732,866
1,055 New
1,055 $679,000

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
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