Legacy Financial Advisors, Inc. Intuit Inc Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Intuit Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 1,205 shares of INTU stock, worth $817,833. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,205

Previous 1,106 8.95%

Holding current value

$817,833

Previous $726,000 3.03%

% of portfolio

0.15%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$602.97 - $670.49 $59,694 - $66,378	99 Added 8.95%	1,205 $748,000
Q2 2024 Aug 13, 2024	BUY	$562.97 - $670.27 $13,511 - $16,086	24 Added 2.22%	1,106 $726,000
Q1 2024 May 14, 2024	BUY	$586.82 - $669.36 $45,185 - $51,540	77 Added 7.66%	1,082 $703,000
Q4 2023 Feb 06, 2024	BUY	$479.45 - $629.12 $41,712 - $54,733	87 Added 9.48%	1,005 $628,000
Q3 2023 Nov 13, 2023	BUY	$448.19 - $553.61 $92,775 - $114,597	207 Added 29.11%	918 $469,000
Q2 2023 Aug 08, 2023	BUY	$406.09 - $459.63 $38,172 - $43,205	94 Added 15.24%	711 $325,000
Q1 2023 May 03, 2023	BUY	$375.62 - $452.16 $15,400 - $18,538	41 Added 7.12%	617 $275,000
Q4 2022 Feb 06, 2023	SELL	$356.47 - $432.08 $147,935 - $179,313	-415 Reduced 41.88%	576 $224,000
Q3 2022 Nov 09, 2022	BUY	$379.87 - $489.23 $74,074 - $95,399	195 Added 24.5%	991 $384,000
Q2 2022 Aug 08, 2022	BUY	$353.31 - $505.65 $116,592 - $166,864	330 Added 70.82%	796 $307,000
Q1 2022 May 04, 2022	SELL	$424.63 - $631.47 $36,093 - $53,674	-85 Reduced 15.43%	466 $224,000
Q4 2021 Feb 04, 2022	BUY	$525.35 - $694.66 $42,553 - $56,267	81 Added 17.23%	551 $354,000
Q3 2021 Oct 26, 2021	BUY	$491.05 - $577.92 $15,222 - $17,915	31 Added 7.06%	470 $254,000
Q2 2021 Jul 21, 2021	BUY	$392.04 - $491.4 $172,105 - $215,724	439 New	439 $215,000
Q2 2019 Aug 07, 2019	SELL	$236.93 - $269.08 $94,535 - $107,362	-399 Closed	0 $0
Q1 2019 May 14, 2019	SELL	$188.52 - $261.41 $8,106 - $11,240	-43 Reduced 9.73%	399 $104,000
Q4 2018 Jan 16, 2019	BUY	$182.75 - $231.32 $4,203 - $5,320	23 Added 5.49%	442 $87,000
Q2 2018 Jul 17, 2018	SELL	$167.68 - $213.52 $29,008 - $36,938	-173 Reduced 29.22%	419 $90,000
Q1 2018 Apr 12, 2018	SELL	$152.75 - $178.59 $65,988 - $77,150	-432 Reduced 42.19%	592 $101,000
Q4 2017 Feb 09, 2018	BUY	$141.74 - $161.13 $145,141 - $164,997	1,024	1,024 $161,000

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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Legacy Financial Advisors, Inc. Intuit Inc Transaction History