A detailed history of Institutional & Family Asset Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 72 shares of INTU stock, worth $45,804. This represents 0.01% of its overall portfolio holdings.

Number of Shares
72
Previous 54 33.33%
Holding current value
$45,804
Previous $35,000 34.29%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jul 05, 2024

BUY
$562.97 - $670.27 $10,133 - $12,064
18 Added 33.33%
72 $47,000
Q1 2024

May 08, 2024

BUY
$586.82 - $669.36 $4,107 - $4,685
7 Added 14.89%
54 $35,000
Q3 2023

Nov 13, 2023

BUY
$448.19 - $553.61 $1,344 - $1,660
3 Added 6.82%
47 $24,000
Q2 2023

Aug 09, 2023

BUY
$406.09 - $459.63 $17,867 - $20,223
44 New
44 $20,000
Q2 2021

Aug 10, 2021

SELL
$392.04 - $491.4 $1,960 - $2,457
-5 Closed
0 $0
Q3 2020

Oct 30, 2020

SELL
$285.37 - $354.18 $69,915 - $86,774
-245 Reduced 98.0%
5 $2,000
Q2 2020

Aug 14, 2020

BUY
$218.12 - $296.19 $53,439 - $72,566
245 Added 4900.0%
250 $74,000
Q1 2020

May 14, 2020

BUY
$194.72 - $305.61 $973 - $1,528
5 New
5 $1,000
Q2 2019

Aug 14, 2019

SELL
$236.93 - $269.08 $710 - $807
-3 Closed
0 $0
Q1 2019

May 13, 2019

BUY
$188.52 - $261.41 $565 - $784
3 New
3 $1,000

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
Track This Portfolio

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, 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 Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.