Mission Wealth Management, LP Intuit Inc Transaction History

Mission Wealth Management, LP

$4.1 Billion
Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Intuit Inc stock. As of the latest transaction made, Mission Wealth Management, LP holds 12,282 shares of INTU stock, worth $7.86 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

12,282

Previous 9,044 35.8%

Holding current value

$7.86 Million

Previous $5.94 Million 28.34%

% of portfolio

0.19%

Previous 0.16%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$602.97 - $670.49 $1.95 Million - $2.17 Million	3,238 Added 35.8%	12,282 $7.63 Million
Q2 2024 Aug 02, 2024	BUY	$562.97 - $670.27 $152,001 - $180,972	270 Added 3.08%	9,044 $5.94 Million
Q1 2024 Apr 30, 2024	BUY	$586.82 - $669.36 $3 Million - $3.42 Million	5,107 Added 139.27%	8,774 $5.7 Million
Q4 2023 Feb 05, 2024	BUY	$479.45 - $629.12 $6,232 - $8,178	13 Added 0.36%	3,667 $2.29 Million
Q3 2023 Oct 23, 2023	SELL	$448.19 - $553.61 $43,026 - $53,146	-96 Reduced 2.56%	3,654 $1.87 Million
Q2 2023 Aug 04, 2023	SELL	$406.09 - $459.63 $129,542 - $146,621	-319 Reduced 7.84%	3,750 $1.72 Million
Q1 2023 Apr 07, 2023	SELL	$375.62 - $452.16 $46,201 - $55,615	-123 Reduced 2.93%	4,069 $1.81 Million
Q4 2022 Feb 02, 2023	BUY	$356.47 - $432.08 $22,814 - $27,653	64 Added 1.55%	4,192 $1.63 Million
Q3 2022 Oct 12, 2022	BUY	$379.87 - $489.23 $153,087 - $197,159	403 Added 10.82%	4,128 $1.6 Million
Q2 2022 Jul 27, 2022	BUY	$353.31 - $505.65 $198,206 - $283,669	561 Added 17.73%	3,725 $1.44 Million
Q1 2022 Apr 25, 2022	BUY	$424.63 - $631.47 $6,369 - $9,472	15 Added 0.48%	3,164 $1.52 Million
Q4 2021 Feb 11, 2022	BUY	$525.35 - $694.66 $87,208 - $115,313	166 Added 5.56%	3,149 $2.03 Million
Q3 2021 Nov 05, 2021	BUY	$491.05 - $577.92 $907,460 - $1.07 Million	1,848 Added 162.82%	2,983 $1.61 Million
Q2 2021 Aug 10, 2021	BUY	$392.04 - $491.4 $6,272 - $7,862	16 Added 1.43%	1,135 $556,000
Q1 2021 May 10, 2021	SELL	$361.0 - $422.26 $7,220 - $8,445	-20 Reduced 1.76%	1,119 $429,000
Q4 2020 Jan 19, 2021	SELL	$314.68 - $381.16 $28,950 - $35,066	-92 Reduced 7.47%	1,139 $432,000
Q3 2020 Oct 16, 2020	SELL	$285.37 - $354.18 $6,563 - $8,146	-23 Reduced 1.83%	1,231 $401,000
Q2 2020 Aug 03, 2020	SELL	$218.12 - $296.19 $66,962 - $90,930	-307 Reduced 19.67%	1,254 $371,000
Q1 2020 Apr 10, 2020	BUY	$194.72 - $305.61 $23,561 - $36,978	121 Added 8.4%	1,561 $359,000
Q4 2019 Jan 21, 2020	BUY	$251.9 - $273.5 $105,798 - $114,870	420 Added 41.18%	1,440 $377,000
Q3 2019 Oct 16, 2019	SELL	$263.19 - $292.31 $14,738 - $16,369	-56 Reduced 5.2%	1,020 $271,000
Q2 2019 Aug 09, 2019	BUY	$236.93 - $269.08 $5,449 - $6,188	23 Added 2.18%	1,076 $281,000
Q1 2019 May 14, 2019	BUY	$188.52 - $261.41 $198,511 - $275,264	1,053 New	1,053 $275,000

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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Mission Wealth Management, LP Intuit Inc Transaction History