Kingsview Wealth Management, LLC Intuit Inc Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 1,576 shares of INTU stock, worth $1.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,576

Previous 1,223 28.86%

Holding current value

$1.07 Million

Previous $803,000 21.79%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$602.97 - $670.49 $212,848 - $236,682	353 Added 28.86%	1,576 $978,000
Q2 2024 Aug 14, 2024	BUY	$562.97 - $670.27 $562 - $670	1 Added 0.08%	1,223 $803,000
Q1 2024 May 09, 2024	BUY	$586.82 - $669.36 $44,011 - $50,202	75 Added 6.54%	1,222 $794,000
Q4 2023 Feb 08, 2024	BUY	$479.45 - $629.12 $44,109 - $57,879	92 Added 8.72%	1,147 $716,000
Q3 2023 Nov 07, 2023	SELL	$448.19 - $553.61 $60,057 - $74,183	-134 Reduced 11.27%	1,055 $539,000
Q2 2023 Aug 10, 2023	BUY	$406.09 - $459.63 $59,289 - $67,105	146 Added 14.0%	1,189 $544,000
Q1 2023 May 15, 2023	BUY	$375.62 - $452.16 $7,512 - $9,043	20 Added 1.96%	1,043 $465,000
Q4 2022 Feb 13, 2023	SELL	$356.47 - $432.08 $3,208 - $3,888	-9 Reduced 0.87%	1,023 $398,000
Q3 2022 Nov 14, 2022	BUY	$379.87 - $489.23 $73,314 - $94,421	193 Added 23.0%	1,032 $400,000
Q2 2022 Aug 16, 2022	SELL	$353.31 - $505.65 $292,187 - $418,172	-827 Reduced 49.64%	839 $323,000
Q1 2022 Feb 08, 2024	SELL	$424.63 - $631.47 $115,923 - $172,391	-273 Reduced 23.8%	874 $420,000
Q4 2021 Feb 17, 2022	SELL	$525.35 - $694.66 $14,709 - $19,450	-28 Reduced 1.65%	1,666 $1.07 Million
Q3 2021 Dec 03, 2021	SELL	$491.05 - $577.92 $93,790 - $110,382	-191 Reduced 10.13%	1,694 $914,000
Q2 2021 Aug 17, 2021	BUY	$392.04 - $491.4 $402,233 - $504,176	1,026 Added 119.44%	1,885 $926,000
Q1 2021 May 24, 2021	BUY	$361.0 - $422.26 $10,108 - $11,823	28 Added 3.37%	859 $340,000
Q4 2020 Feb 16, 2021	BUY	$314.68 - $381.16 $1,258 - $1,524	4 Added 0.48%	831 $316,000
Q3 2020 Nov 19, 2020	SELL	$285.37 - $354.18 $344,726 - $427,849	-1,208 Reduced 59.36%	827 $270,000
Q4 2019 Jan 30, 2020	BUY	$251.9 - $273.5 $512,616 - $556,572	2,035 New	2,035 $321,000
Q2 2019 Jan 29, 2020	SELL	$236.93 - $269.08 $506,082 - $574,754	-2,136 Closed	0 $0
Q1 2019 Jan 29, 2020	BUY	$188.52 - $261.41 $7,540 - $10,456	40 Added 1.91%	2,136 $558,000
Q4 2018 Jan 29, 2020	BUY	$182.75 - $231.32 $8,954 - $11,334	49 Added 2.39%	2,096 $413,000
Q3 2018 Jan 29, 2020	BUY	$202.68 - $228.18 $608 - $684	3 Added 0.15%	2,047 $465,000
Q2 2018 Jan 29, 2020	BUY	$167.68 - $213.52 $838 - $1,067	5 Added 0.25%	2,044 $417,000
Q1 2018 Jan 29, 2020	BUY	$152.75 - $178.59 $611 - $714	4 Added 0.2%	2,039 $354,000
Q4 2017 Jan 29, 2020	SELL	$141.74 - $161.13 $13,465 - $15,307	-95 Reduced 4.46%	2,035 $321,000
Q3 2017 Jan 29, 2020	BUY	$134.11 - $146.32 $670 - $731	5 Added 0.24%	2,130 $303,000
Q2 2017 Jan 29, 2020	BUY	N/A	2,125	2,125 $282,000

Others Institutions Holding INTU

# of Institutions

2,148

Shares Held

225M

Call Options Held

2.16M

Put Options Held

2.81M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $191B
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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Kingsview Wealth Management, LLC Intuit Inc Transaction History