Montag A & Associates Inc Intuit Inc Transaction History

Montag A & Associates Inc

$2.09 Billion
Q3 2024

A detailed history of Montag A & Associates Inc transactions in Intuit Inc stock. As of the latest transaction made, Montag A & Associates Inc holds 15,470 shares of INTU stock, worth $9.82 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

15,470

Previous 19,875 22.16%

Holding current value

$9.82 Million

Previous $13.1 Million 26.46%

% of portfolio

0.46%

Previous 0.66%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$602.97 - $670.49 $2.66 Million - $2.95 Million	-4,405 Reduced 22.16%	15,470 $9.61 Million
Q2 2024 Jul 31, 2024	BUY	$562.97 - $670.27 $137,927 - $164,216	245 Added 1.25%	19,875 $13.1 Million
Q1 2024 May 07, 2024	BUY	$586.82 - $669.36 $93,304 - $106,428	159 Added 0.82%	19,630 $12.8 Million
Q4 2023 Feb 07, 2024	BUY	$479.45 - $629.12 $377,806 - $495,746	788 Added 4.22%	19,471 $12.2 Million
Q3 2023 Nov 09, 2023	BUY	$448.19 - $553.61 $2.18 Million - $2.7 Million	4,875 Added 35.31%	18,683 $9.55 Million
Q2 2023 Aug 09, 2023	SELL	$406.09 - $459.63 $38,578 - $43,664	-95 Reduced 0.68%	13,808 $6.33 Million
Q1 2023 May 11, 2023	SELL	$375.62 - $452.16 $93,905 - $113,040	-250 Reduced 1.77%	13,903 $6.2 Million
Q4 2022 Feb 02, 2023	SELL	$356.47 - $432.08 $77,710 - $94,193	-218 Reduced 1.52%	14,153 $5.51 Million
Q3 2022 Nov 09, 2022	BUY	$379.87 - $489.23 $435,331 - $560,657	1,146 Added 8.67%	14,371 $5.57 Million
Q2 2022 Aug 10, 2022	SELL	$353.31 - $505.65 $6,006 - $8,596	-17 Reduced 0.13%	13,225 $5.1 Million
Q1 2022 May 02, 2022	BUY	$424.63 - $631.47 $5,095 - $7,577	12 Added 0.09%	13,242 $6.37 Million
Q4 2021 Feb 09, 2022	BUY	$525.35 - $694.66 $130,286 - $172,275	248 Added 1.91%	13,230 $8.51 Million
Q3 2021 Nov 08, 2021	SELL	$491.05 - $577.92 $250,926 - $295,317	-511 Reduced 3.79%	12,982 $7 Million
Q2 2021 Aug 03, 2021	SELL	$392.04 - $491.4 $2.08 Million - $2.6 Million	-5,296 Reduced 28.19%	13,493 $6.61 Million
Q1 2021 May 14, 2021	BUY	$361.0 - $422.26 $49,457 - $57,849	137 Added 0.73%	18,789 $7.2 Million
Q4 2020 Feb 12, 2021	BUY	$314.68 - $381.16 $129,018 - $156,275	410 Added 2.25%	18,652 $7.09 Million
Q3 2020 Nov 12, 2020	BUY	$285.37 - $354.18 $128,416 - $159,381	450 Added 2.53%	18,242 $5.95 Million
Q2 2020 Aug 04, 2020	SELL	$218.12 - $296.19 $3.1 Million - $4.21 Million	-14,207 Reduced 44.4%	17,792 $5.27 Million
Q1 2020 May 06, 2020	BUY	$194.72 - $305.61 $1.37 Million - $2.15 Million	7,020 Added 28.1%	31,999 $7.36 Million
Q4 2019 Feb 05, 2020	BUY	$251.9 - $273.5 $2.21 Million - $2.4 Million	8,757 Added 53.98%	24,979 $6.54 Million
Q3 2019 Nov 04, 2019	BUY	$263.19 - $292.31 $180,285 - $200,232	685 Added 4.41%	16,222 $4.31 Million
Q2 2019 Aug 06, 2019	SELL	$236.93 - $269.08 $699,654 - $794,593	-2,953 Reduced 15.97%	15,537 $4.06 Million
Q1 2019 May 01, 2019	BUY	$188.52 - $261.41 $3.49 Million - $4.83 Million	18,490 New	18,490 $4.83 Million

Others Institutions Holding INTU

# of Institutions

2,149

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 $179B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Account

Montag A & Associates Inc Intuit Inc Transaction History