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 $10.9 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
15,470
Previous 19,875 22.16%
Holding current value
$10.9 Million
Previous $13.1 Million 26.46%
% of portfolio
0.46%
Previous 0.66%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $199B
  • 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 Montag A & Associates Inc Portfolio

Follow Montag A & Associates 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

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