A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Intuit Inc stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 18,061 shares of INTU stock, worth $11.7 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
18,061
Previous 17,798 1.48%
Holding current value
$11.7 Million
Previous $11.1 Million 5.53%
% of portfolio
0.8%
Previous 0.82%

Shares

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

Apr 26, 2024

BUY
$586.82 - $669.36 $154,333 - $176,041
263 Added 1.48%
18,061 $11.7 Million
Q4 2023

Feb 07, 2024

BUY
$479.45 - $629.12 $348,560 - $457,370
727 Added 4.26%
17,798 $11.1 Million
Q3 2023

Oct 13, 2023

SELL
$448.19 - $553.61 $56,023 - $69,201
-125 Reduced 0.73%
17,071 $8.72 Million
Q2 2023

Aug 02, 2023

SELL
$406.09 - $459.63 $62,537 - $70,783
-154 Reduced 0.89%
17,196 $7.88 Million
Q1 2023

Apr 24, 2023

SELL
$375.62 - $452.16 $83,763 - $100,831
-223 Reduced 1.27%
17,350 $7.74 Million
Q4 2022

Feb 07, 2023

BUY
$356.47 - $432.08 $21,744 - $26,356
61 Added 0.35%
17,573 $6.84 Million
Q3 2022

Oct 24, 2022

BUY
$379.87 - $489.23 $128,775 - $165,848
339 Added 1.97%
17,512 $6.78 Million
Q2 2022

Jul 15, 2022

SELL
$353.31 - $505.65 $87,974 - $125,906
-249 Reduced 1.43%
17,173 $6.62 Million
Q1 2022

Apr 27, 2022

SELL
$424.63 - $631.47 $66,242 - $98,509
-156 Reduced 0.89%
17,422 $8.38 Million
Q4 2021

Feb 07, 2022

SELL
$525.35 - $694.66 $52,535 - $69,466
-100 Reduced 0.57%
17,578 $11.3 Million
Q3 2021

Nov 03, 2021

SELL
$491.05 - $577.92 $502,835 - $591,790
-1,024 Reduced 5.48%
17,678 $9.54 Million
Q2 2021

Aug 12, 2021

BUY
$392.04 - $491.4 $121,532 - $152,334
310 Added 1.69%
18,702 $9.17 Million
Q1 2021

Apr 30, 2021

BUY
$361.0 - $422.26 $106,134 - $124,144
294 Added 1.62%
18,392 $7.05 Million
Q4 2020

Feb 12, 2021

BUY
$314.68 - $381.16 $212,094 - $256,901
674 Added 3.87%
18,098 $6.87 Million
Q3 2020

Oct 14, 2020

BUY
$285.37 - $354.18 $19,690 - $24,438
69 Added 0.4%
17,424 $5.68 Million
Q2 2020

Jul 20, 2020

BUY
$218.12 - $296.19 $70,452 - $95,669
323 Added 1.9%
17,355 $5.14 Million
Q1 2020

May 01, 2020

BUY
$194.72 - $305.61 $51,406 - $80,681
264 Added 1.57%
17,032 $3.92 Million
Q4 2019

Jan 23, 2020

SELL
$251.9 - $273.5 $21,915 - $23,794
-87 Reduced 0.52%
16,768 $4.39 Million
Q3 2019

Nov 14, 2019

SELL
$263.19 - $292.31 $67,113 - $74,539
-255 Reduced 1.49%
16,855 $4.48 Million
Q2 2019

Aug 02, 2019

SELL
$236.93 - $269.08 $77,713 - $88,258
-328 Reduced 1.88%
17,110 $4.47 Million
Q1 2019

May 08, 2019

BUY
$188.52 - $261.41 $243,002 - $336,957
1,289 Added 7.98%
17,438 $4.56 Million
Q4 2018

Feb 13, 2019

BUY
$182.75 - $231.32 $323,102 - $408,973
1,768 Added 12.29%
16,149 $3.18 Million
Q3 2018

Nov 06, 2018

BUY
$202.68 - $228.18 $161,130 - $181,403
795 Added 5.85%
14,381 $3.27 Million
Q2 2018

Dec 07, 2018

BUY
$167.68 - $213.52 $197,694 - $251,740
1,179 Added 9.5%
13,586 $2.78 Million
Q1 2018

May 17, 2018

BUY
$152.75 - $178.59 $1.17 Million - $1.36 Million
7,627 Added 159.56%
12,407 $2.15 Million
Q4 2017

Jan 31, 2018

SELL
$141.74 - $161.13 $11,055 - $12,568
-78 Reduced 1.61%
4,780 $754,000
Q3 2017

Oct 31, 2017

SELL
$134.11 - $146.32 $15,824 - $17,265
-118 Reduced 2.37%
4,858 $691,000
Q2 2017

Aug 08, 2017

BUY
N/A
4,976
4,976 $661,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $183B
  • 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 Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. 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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.