Mc Kinley Carter Wealth Services, Inc. Intuit Inc Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

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 18,107 shares of INTU stock, worth $10.5 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

18,107

Previous 18,180 0.4%

Holding current value

$10.5 Million

Previous $11.3 Million 0.81%

% of portfolio

0.71%

Previous 0.7%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$602.01 - $706.25 $43,946 - $51,556	-73 Reduced 0.4%	18,107 $11.4 Million
Q3 2024 Oct 15, 2024	SELL	$602.97 - $670.49 $23,515 - $26,149	-39 Reduced 0.21%	18,180 $11.3 Million
Q2 2024 Aug 09, 2024	BUY	$562.97 - $670.27 $88,949 - $105,902	158 Added 0.87%	18,219 $12 Million
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

# of Institutions

2,189

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 $163B
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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Mc Kinley Carter Wealth Services, Inc. Intuit Inc Transaction History