A detailed history of Morgan Rosel Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 1,138 shares of INTU stock, worth $728,456. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,138
Previous 1,361 16.39%
Holding current value
$728,456
Previous $894,000 21.03%
% of portfolio
0.24%
Previous 0.33%

Shares

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

Oct 10, 2024

SELL
$602.97 - $670.49 $134,462 - $149,519
-223 Reduced 16.39%
1,138 $706,000
Q2 2024

Jul 15, 2024

SELL
$562.97 - $670.27 $95,141 - $113,275
-169 Reduced 11.05%
1,361 $894,000
Q1 2024

Apr 17, 2024

BUY
$586.82 - $669.36 $83,328 - $95,049
142 Added 10.23%
1,530 $994,000
Q4 2023

Jan 19, 2024

BUY
$479.45 - $629.12 $665,476 - $873,218
1,388 New
1,388 $867,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $180B
  • 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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