Jacobson & Schmitt Advisors, LLC Intuit Inc Transaction History

Jacobson & Schmitt Advisors, LLC

$440 Million
Q2 2024

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 3,169 shares of INTU stock, worth $2.07 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

3,169

Previous 3,134 1.12%

Holding current value

$2.07 Million

Previous $2.04 Million 2.21%

% of portfolio

0.47%

Previous 0.48%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$562.97 - $670.27 $19,703 - $23,459	35 Added 1.12%	3,169 $2.08 Million
Q4 2023 Feb 08, 2024	SELL	$479.45 - $629.12 $30,205 - $39,634	-63 Reduced 1.97%	3,134 $1.96 Million
Q1 2023 May 12, 2023	SELL	$375.62 - $452.16 $83,012 - $99,927	-221 Reduced 6.47%	3,197 $1.43 Million
Q3 2022 Nov 09, 2022	SELL	$379.87 - $489.23 $8,737 - $11,252	-23 Reduced 0.67%	3,418 $1.32 Million
Q2 2022 Aug 08, 2022	SELL	$353.31 - $505.65 $79,848 - $114,276	-226 Reduced 6.16%	3,441 $1.33 Million
Q1 2022 May 06, 2022	SELL	$424.63 - $631.47 $50,530 - $75,144	-119 Reduced 3.14%	3,667 $1.76 Million
Q4 2021 Feb 10, 2022	SELL	$525.35 - $694.66 $13,133 - $17,366	-25 Reduced 0.66%	3,786 $2.44 Million
Q3 2021 Nov 12, 2021	SELL	$491.05 - $577.92 $39,775 - $46,811	-81 Reduced 2.08%	3,811 $2.06 Million
Q2 2021 Aug 10, 2021	SELL	$392.04 - $491.4 $92,129 - $115,479	-235 Reduced 5.69%	3,892 $1.91 Million
Q1 2021 May 11, 2021	SELL	$361.0 - $422.26 $110,105 - $128,789	-305 Reduced 6.88%	4,127 $1.58 Million
Q4 2020 Feb 11, 2021	SELL	$314.68 - $381.16 $72,061 - $87,285	-229 Reduced 4.91%	4,432 $1.68 Million
Q3 2020 Nov 04, 2020	SELL	$285.37 - $354.18 $45,373 - $56,314	-159 Reduced 3.3%	4,661 $1.52 Million
Q2 2020 Aug 13, 2020	SELL	$218.12 - $296.19 $65,217 - $88,560	-299 Reduced 5.84%	4,820 $1.43 Million
Q1 2020 May 11, 2020	SELL	$194.72 - $305.61 $2.15 Million - $3.37 Million	-11,043 Reduced 68.33%	5,119 $1.18 Million
Q4 2019 Feb 10, 2020	SELL	$251.9 - $273.5 $716,907 - $778,381	-2,846 Reduced 14.97%	16,162 $4.23 Million
Q3 2019 Nov 12, 2019	SELL	$263.19 - $292.31 $1.22 Million - $1.36 Million	-4,640 Reduced 19.62%	19,008 $5.06 Million
Q2 2019 Aug 05, 2019	BUY	$236.93 - $269.08 $93,350 - $106,017	394 Added 1.69%	23,648 $6.18 Million
Q1 2019 May 15, 2019	BUY	$188.52 - $261.41 $205,863 - $285,459	1,092 Added 4.93%	23,254 $6.08 Million
Q1 2019 May 02, 2019	SELL	$188.52 - $261.41 $141,955 - $196,841	-753 Reduced 3.29%	22,162 $5.79 Million
Q4 2018 Feb 11, 2019	SELL	$182.75 - $231.32 $101,791 - $128,845	-557 Reduced 2.37%	22,915 $4.51 Million
Q3 2018 Nov 14, 2018	SELL	$202.68 - $228.18 $421,979 - $475,070	-2,082 Reduced 8.15%	23,472 $5.34 Million
Q2 2018 Jul 27, 2018	SELL	$167.68 - $213.52 $457,766 - $582,909	-2,730 Reduced 9.65%	25,554 $5.22 Million
Q1 2018 Jul 27, 2018	BUY	$152.75 - $178.59 $38,187 - $44,647	250 Added 0.89%	28,284 $4.9 Million
Q1 2018 May 08, 2018	SELL	$152.75 - $178.59 $294,502 - $344,321	-1,928 Reduced 6.43%	28,034 $4.86 Million
Q4 2017 Feb 07, 2018	SELL	$141.74 - $161.13 $37,986 - $43,182	-268 Reduced 0.89%	29,962 $4.73 Million
Q3 2017 Nov 09, 2017	SELL	$134.11 - $146.32 $41,976 - $45,798	-313 Reduced 1.02%	30,230 $4.3 Million
Q2 2017 Aug 10, 2017	BUY	N/A	30,543	30,543 $4.06 Million

Others Institutions Holding INTU

# of Institutions

2,129

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

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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Jacobson & Schmitt Advisors, LLC Intuit Inc Transaction History