A detailed history of Modera Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,720 shares of INTU stock, worth $1.79 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,720
Previous 2,679 1.53%
Holding current value
$1.79 Million
Previous $1.67 Million 5.62%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 14, 2024

BUY
$586.82 - $669.36 $24,059 - $27,443
41 Added 1.53%
2,720 $1.77 Million
Q4 2023

Feb 14, 2024

BUY
$479.45 - $629.12 $17,260 - $22,648
36 Added 1.36%
2,679 $1.67 Million
Q3 2023

Nov 01, 2023

BUY
$448.19 - $553.61 $161,796 - $199,853
361 Added 15.82%
2,643 $1.35 Million
Q2 2023

Aug 07, 2023

BUY
$406.09 - $459.63 $449,135 - $508,350
1,106 Added 94.05%
2,282 $1.05 Million
Q1 2023

May 05, 2023

SELL
$375.62 - $452.16 $1,878 - $2,260
-5 Reduced 0.42%
1,176 $524,000
Q3 2022

Nov 01, 2022

BUY
$379.87 - $489.23 $1,899 - $2,446
5 Added 0.43%
1,181 $457,000
Q2 2022

Jul 27, 2022

SELL
$353.31 - $505.65 $47,343 - $67,757
-134 Reduced 10.23%
1,176 $453,000
Q1 2022

May 03, 2022

SELL
$424.63 - $631.47 $141,826 - $210,910
-334 Reduced 20.32%
1,310 $630,000
Q4 2021

Feb 04, 2022

BUY
$525.35 - $694.66 $239,034 - $316,070
455 Added 38.27%
1,644 $1.06 Million
Q3 2021

Nov 04, 2021

BUY
$491.05 - $577.92 $982 - $1,155
2 Added 0.17%
1,189 $641,000
Q2 2021

Aug 02, 2021

BUY
$392.04 - $491.4 $5,880 - $7,371
15 Added 1.28%
1,187 $582,000
Q1 2021

Apr 29, 2021

SELL
$361.0 - $422.26 $71,478 - $83,607
-198 Reduced 14.45%
1,172 $449,000
Q4 2020

Feb 11, 2021

BUY
$314.68 - $381.16 $431,111 - $522,189
1,370 New
1,370 $520,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $186B
  • 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
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