A detailed history of Montag & Caldwell, LLC transactions in Intuit Inc stock. As of the latest transaction made, Montag & Caldwell, LLC holds 28,622 shares of INTU stock, worth $20 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
28,622
Previous 29,866 4.17%
Holding current value
$20 Million
Previous $19.6 Million 9.45%
% of portfolio
3.63%
Previous 3.97%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$602.97 - $670.49 $750,094 - $834,089
-1,244 Reduced 4.17%
28,622 $17.8 Million
Q2 2024

Aug 09, 2024

SELL
$562.97 - $670.27 $968,308 - $1.15 Million
-1,720 Reduced 5.45%
29,866 $19.6 Million
Q1 2024

May 01, 2024

SELL
$586.82 - $669.36 $513,467 - $585,690
-875 Reduced 2.7%
31,586 $20.5 Million
Q4 2023

Feb 05, 2024

SELL
$479.45 - $629.12 $8.54 Million - $11.2 Million
-17,812 Reduced 35.43%
32,461 $20.3 Million
Q3 2023

Nov 03, 2023

SELL
$448.19 - $553.61 $178,379 - $220,336
-398 Reduced 0.79%
50,273 $25.7 Million
Q2 2023

Aug 07, 2023

BUY
$406.09 - $459.63 $5.04 Million - $5.71 Million
12,413 Added 32.45%
50,671 $23.2 Million
Q1 2023

May 15, 2023

BUY
$375.62 - $452.16 $57,845 - $69,632
154 Added 0.4%
38,258 $17.1 Million
Q4 2022

Feb 14, 2023

BUY
$356.47 - $432.08 $5.49 Million - $6.66 Million
15,414 Added 67.93%
38,104 $14.8 Million
Q3 2022

Nov 14, 2022

BUY
$379.87 - $489.23 $696,681 - $897,247
1,834 Added 8.79%
22,690 $8.79 Million
Q2 2022

Aug 09, 2022

BUY
$353.31 - $505.65 $7.37 Million - $10.5 Million
20,856 New
20,856 $8.04 Million

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $197B
  • 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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