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 1,072 shares of INTU stock, worth $651,004. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,072
Previous 1,068 0.37%
Holding current value
$651,004
Previous $694,000 1.44%
% of portfolio
0.1%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $171B
  • 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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