A detailed history of Integrated Wealth Concepts LLC transactions in Intuit Inc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,557 shares of INTU stock, worth $1.75 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,557
Previous 2,771 7.72%
Holding current value
$1.75 Million
Previous $1.8 Million 6.72%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 14, 2024

SELL
$562.97 - $670.27 $120,475 - $143,437
-214 Reduced 7.72%
2,557 $1.68 Million
Q1 2024

May 15, 2024

BUY
$586.82 - $669.36 $231,207 - $263,727
394 Added 16.58%
2,771 $1.8 Million
Q4 2023

Feb 13, 2024

BUY
$479.45 - $629.12 $207,122 - $271,779
432 Added 22.21%
2,377 $1.49 Million
Q3 2023

Nov 15, 2023

SELL
$448.19 - $553.61 $52,886 - $65,325
-118 Reduced 5.72%
1,945 $993,000
Q2 2023

Aug 15, 2023

BUY
$406.09 - $459.63 $287,917 - $325,877
709 Added 52.36%
2,063 $945,000
Q1 2023

May 03, 2023

BUY
$375.62 - $452.16 $127,335 - $153,282
339 Added 33.4%
1,354 $604,000
Q4 2022

Feb 13, 2023

BUY
$356.47 - $432.08 $7,129 - $8,641
20 Added 2.01%
1,015 $395,000
Q3 2022

Nov 14, 2022

BUY
$379.87 - $489.23 $48,623 - $62,621
128 Added 14.76%
995 $385,000
Q2 2022

Aug 08, 2022

BUY
$353.31 - $505.65 $37,097 - $53,093
105 Added 13.78%
867 $334,000
Q1 2022

May 12, 2022

SELL
$424.63 - $631.47 $296,391 - $440,766
-698 Reduced 47.81%
762 $367,000
Q4 2021

Feb 15, 2022

BUY
$525.35 - $694.66 $28,894 - $38,206
55 Added 3.91%
1,460 $939,000
Q3 2021

Nov 15, 2021

BUY
$491.05 - $577.92 $72,184 - $84,954
147 Added 11.69%
1,405 $758,000
Q2 2021

Aug 13, 2021

BUY
$392.04 - $491.4 $75,663 - $94,840
193 Added 18.12%
1,258 $617,000
Q1 2021

May 13, 2021

BUY
$361.0 - $422.26 $2,888 - $3,378
8 Added 0.76%
1,065 $408,000
Q4 2020

Feb 12, 2021

BUY
$314.68 - $381.16 $33,985 - $41,165
108 Added 11.38%
1,057 $402,000
Q3 2020

Nov 13, 2020

BUY
$285.37 - $354.18 $47,086 - $58,439
165 Added 21.05%
949 $310,000
Q2 2020

Jul 30, 2020

BUY
$218.12 - $296.19 $171,006 - $232,212
784 New
784 $232,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $193B
  • 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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