A detailed history of Kestra Private Wealth Services, LLC transactions in Intuit Inc stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,551 shares of INTU stock, worth $2.91 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,551
Previous 3,420 33.07%
Holding current value
$2.91 Million
Previous $2.25 Million 25.77%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$602.97 - $670.49 $681,959 - $758,324
1,131 Added 33.07%
4,551 $2.83 Million
Q2 2024

Aug 12, 2024

SELL
$562.97 - $670.27 $153,690 - $182,983
-273 Reduced 7.39%
3,420 $2.25 Million
Q1 2024

May 02, 2024

BUY
$586.82 - $669.36 $267,589 - $305,228
456 Added 14.09%
3,693 $2.4 Million
Q4 2023

Feb 05, 2024

BUY
$479.45 - $629.12 $665,476 - $873,218
1,388 Added 75.07%
3,237 $2.02 Million
Q3 2023

Nov 07, 2023

BUY
$448.19 - $553.61 $207,960 - $256,875
464 Added 33.5%
1,849 $944,000
Q2 2023

Aug 08, 2023

SELL
$406.09 - $459.63 $3,654 - $4,136
-9 Reduced 0.65%
1,385 $634,000
Q1 2023

May 12, 2023

SELL
$375.62 - $452.16 $1.11 Million - $1.33 Million
-2,945 Reduced 67.87%
1,394 $621,000
Q4 2022

Jan 31, 2023

SELL
$356.47 - $432.08 $653,053 - $791,570
-1,832 Reduced 29.69%
4,339 $1.69 Million
Q3 2022

Nov 14, 2022

BUY
$379.87 - $489.23 $377,590 - $486,294
994 Added 19.2%
6,171 $2.39 Million
Q2 2022

Aug 12, 2022

BUY
$353.31 - $505.65 $729,231 - $1.04 Million
2,064 Added 66.3%
5,177 $2 Million
Q1 2022

May 26, 2022

SELL
$424.63 - $631.47 $428,027 - $636,521
-1,008 Reduced 24.46%
3,113 $1.5 Million
Q4 2021

Jan 21, 2022

BUY
$525.35 - $694.66 $668,245 - $883,607
1,272 Added 44.65%
4,121 $2.65 Million
Q3 2021

Oct 21, 2021

BUY
$491.05 - $577.92 $262,711 - $309,187
535 Added 23.12%
2,849 $1.54 Million
Q2 2021

Jul 30, 2021

BUY
$392.04 - $491.4 $6,272 - $7,862
16 Added 0.7%
2,314 $1.13 Million
Q1 2021

May 11, 2021

BUY
$361.0 - $422.26 $148,371 - $173,548
411 Added 21.78%
2,298 $880,000
Q4 2020

Jan 21, 2021

BUY
$314.68 - $381.16 $593,801 - $719,248
1,887 New
1,887 $709 Million

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $180B
  • 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 Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.