Institute For Wealth Management, Llc. Intuit Inc Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Intuit Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,267 shares of INTU stock, worth $828,161. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,267

Previous 1,473 13.99%

Holding current value

$828,161

Previous $1.16 Million 25.43%

% of portfolio

0.09%

Previous 0.13%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$646.03 - $807.39 $133,082 - $166,322	-206 Reduced 13.99%	1,267 $865,000
Q2 2025 Jul 18, 2025	SELL	$544.07 - $787.63 $9,249 - $13,389	-17 Reduced 1.14%	1,473 $1.16 Million
Q1 2025 Apr 21, 2025	SELL	$555.63 - $630.23 $1,111 - $1,260	-2 Reduced 0.13%	1,490 $914,000
Q4 2024 Jan 23, 2025	BUY	$602.01 - $706.25 $83,077 - $97,462	138 Added 10.19%	1,492 $937,000
Q3 2024 Nov 12, 2024	BUY	$602.97 - $670.49 $170,037 - $189,078	282 Added 26.31%	1,354 $840,000
Q2 2024 Jul 25, 2024	BUY	$562.97 - $670.27 $2,251 - $2,681	4 Added 0.37%	1,072 $704,000
Q1 2024 Apr 30, 2024	SELL	$586.82 - $669.36 $12,323 - $14,056	-21 Reduced 1.93%	1,068 $694,000
Q4 2023 Jan 31, 2024	SELL	$479.45 - $629.12 $9,589 - $12,582	-20 Reduced 1.8%	1,089 $680,000
Q3 2023 Oct 13, 2023	SELL	$448.19 - $553.61 $4,481 - $5,536	-10 Reduced 0.89%	1,109 $566,000
Q2 2023 Jul 25, 2023	SELL	$406.09 - $459.63 $15,025 - $17,006	-37 Reduced 3.2%	1,119 $512,000
Q1 2023 Apr 20, 2023	BUY	$375.62 - $452.16 $7,136 - $8,591	19 Added 1.67%	1,156 $515,000
Q3 2022 Oct 18, 2022	BUY	$379.87 - $489.23 $379 - $489	1 Added 0.09%	1,137 $440,000
Q1 2021 May 04, 2021	BUY	$361.0 - $422.26 $25,270 - $29,558	70 Added 6.57%	1,136 $435,000
Q3 2020 Nov 03, 2020	BUY	$285.37 - $354.18 $2,853 - $3,541	10 Added 0.95%	1,066 $348,000
Q2 2020 Jul 30, 2020	BUY	$218.12 - $296.19 $1,963 - $2,665	9 Added 0.86%	1,056 $313,000
Q1 2020 Apr 29, 2020	SELL	$194.72 - $305.61 $973 - $1,528	-5 Reduced 0.48%	1,047 $241,000
Q4 2019 Feb 27, 2020	BUY	$251.9 - $273.5 $195,474 - $212,236	776 Added 281.16%	1,052 $276,000
Q4 2019 Jan 27, 2020	SELL	$251.9 - $273.5 $194,214 - $210,868	-771 Reduced 73.64%	276 $276,000
Q3 2019 Oct 28, 2019	SELL	$263.19 - $292.31 $50,006 - $55,538	-190 Reduced 15.36%	1,047 $278,000
Q2 2019 Aug 02, 2019	SELL	$236.93 - $269.08 $4,027 - $4,574	-17 Reduced 1.36%	1,237 $323,000
Q1 2019 May 15, 2019	BUY	$188.52 - $261.41 $236,404 - $327,808	1,254 New	1,254 $328,000
Q1 2018 May 15, 2018	SELL	$152.75 - $178.59 $199,491 - $233,238	-1,306 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$141.74 - $161.13 $185,112 - $210,435	1,306	1,306 $207,000

Others Institutions Holding INTU

# of Institutions

2,514

Shares Held

238M

Call Options Held

3.76M

Put Options Held

4.82M

View Full List

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 & ...

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Institute For Wealth Management, Llc. Intuit Inc Transaction History