Liberty Wealth Management LLC Intuit Inc Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Intuit Inc stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,996 shares of INTU stock, worth $1.28 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,996

Previous 36,325 94.51%

Holding current value

$1.28 Million

Previous $1.31 Million 5.64%

% of portfolio

0.22%

Previous 0.24%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$602.97 - $670.49 $20.7 Million - $23 Million	-34,329 Reduced 94.51%	1,996 $1.24 Million
Q2 2024 Aug 06, 2024	BUY	$562.97 - $670.27 $19.3 Million - $23 Million	34,338 Added 1728.13%	36,325 $1.31 Million
Q1 2024 May 02, 2024	SELL	$586.82 - $669.36 $5,281 - $6,024	-9 Reduced 0.45%	1,987 $1.29 Million
Q4 2023 Feb 08, 2024	SELL	$479.45 - $629.12 $3,356 - $4,403	-7 Reduced 0.35%	1,996 $1.25 Million
Q3 2023 Nov 13, 2023	BUY	$448.19 - $553.61 $17,479 - $21,590	39 Added 1.99%	2,003 $1.02 Million
Q2 2023 Aug 10, 2023	BUY	$406.09 - $459.63 $90,558 - $102,497	223 Added 12.81%	1,964 $899,000
Q1 2023 May 03, 2023	BUY	$375.62 - $452.16 $11,268 - $13,564	30 Added 1.75%	1,741 $776,000
Q3 2022 Nov 15, 2022	BUY	$379.87 - $489.23 $759 - $978	2 Added 0.12%	1,711 $663,000
Q2 2022 Aug 15, 2022	BUY	$353.31 - $505.65 $706 - $1,011	2 Added 0.12%	1,709 $659,000
Q1 2022 May 09, 2022	BUY	$424.63 - $631.47 $424 - $631	1 Added 0.06%	1,707 $821,000
Q4 2021 Feb 15, 2022	BUY	$525.35 - $694.66 $525 - $694	1 Added 0.06%	1,706 $1.1 Million
Q3 2021 Nov 15, 2021	BUY	$491.05 - $577.92 $491 - $577	1 Added 0.06%	1,705 $920,000
Q2 2021 Aug 13, 2021	SELL	$392.04 - $491.4 $327 Million - $410 Million	-833,364 Reduced 99.8%	1,704 $835,000
Q2 2021 Aug 13, 2021	BUY	$392.04 - $491.4 $327 Million - $410 Million	833,367 Added 48992.77%	835,068 $1.7 Million
Q4 2020 Feb 09, 2021	BUY	$314.68 - $381.16 $377,930 - $457,773	1,201 Added 240.2%	1,701 $635,000
Q3 2019 Oct 30, 2019	BUY	$263.19 - $292.31 $131,595 - $146,155	500 New	500 $132,000
Q1 2019 Apr 18, 2019	SELL	$188.52 - $261.41 $3,958 - $5,489	-21 Closed	0 $0
Q4 2018 Mar 26, 2019	BUY	$182.75 - $231.32 $3,837 - $4,857	21 New	21 $4,000

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 $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 & ...

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Liberty Wealth Management LLC Intuit Inc Transaction History