Montag & Caldwell, LLC Intuit Inc Transaction History

Montag & Caldwell, LLC

$425 Million
Q1 2025

A detailed history of Montag & Caldwell, LLC transactions in Intuit Inc stock. As of the latest transaction made, Montag & Caldwell, LLC holds 25,309 shares of INTU stock, worth $18.1 Million. This represents 3.66% of its overall portfolio holdings.

Number of Shares

25,309

Previous 26,513 4.54%

Holding current value

$18.1 Million

Previous $16.7 Million 6.75%

% of portfolio

3.66%

Previous 3.59%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$555.63 - $630.23 $668,978 - $758,796	-1,204 Reduced 4.54%	25,309 $15.5 Million
Q4 2024 Feb 13, 2025	SELL	$602.01 - $706.25 $1.27 Million - $1.49 Million	-2,109 Reduced 7.37%	26,513 $16.7 Million
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

# of Institutions

2,440

Shares Held

238M

Call Options Held

3.01M

Put Options Held

4.25M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $201B
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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Montag & Caldwell, LLC Intuit Inc Transaction History