A detailed history of Jeppson Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 413 shares of INTU stock, worth $255,613. This represents 0.1% of its overall portfolio holdings.

Number of Shares
413
Previous 413 -0.0%
Holding current value
$255,613
Previous $268,000 1.12%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$586.82 - $669.36 $2,934 - $3,346
-5 Reduced 1.2%
413 $268,000
Q4 2023

Jan 11, 2024

SELL
$479.45 - $629.12 $4,315 - $5,662
-9 Reduced 2.11%
418 $261,000
Q3 2023

Oct 25, 2023

BUY
$448.19 - $553.61 $191,377 - $236,391
427 New
427 $218,000
Q4 2020

Mar 05, 2021

SELL
$314.68 - $381.16 $90,627 - $109,774
-288 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$285.37 - $354.18 $82,186 - $102,003
288 New
288 $94,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $174B
  • 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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