A detailed history of Morris Retirement Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 607 shares of INTU stock, worth $378,840. This represents 0.2% of its overall portfolio holdings.

Number of Shares
607
Previous 461 31.67%
Holding current value
$378,840
Previous $289,000 28.72%
% of portfolio
0.2%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

BUY
$555.63 - $630.23 $81,121 - $92,013
146 Added 31.67%
607 $372,000
Q4 2024

Jan 13, 2025

SELL
$602.01 - $706.25 $41,538 - $48,731
-69 Reduced 13.02%
461 $289,000
Q3 2024

Oct 03, 2024

SELL
$602.97 - $670.49 $124,814 - $138,791
-207 Reduced 28.09%
530 $329,000
Q2 2024

Aug 06, 2024

SELL
$562.97 - $670.27 $31,526 - $37,535
-56 Reduced 7.06%
737 $484,000
Q1 2024

May 03, 2024

BUY
$586.82 - $669.36 $4,694 - $5,354
8 Added 1.02%
793 $515,000
Q4 2023

Feb 12, 2024

BUY
$479.45 - $629.12 $376,368 - $493,859
785 New
785 $490,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $176B
  • 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 Morris Retirement Advisors, LLC Portfolio

Follow Morris Retirement Advisors, LLC 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 Morris Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morris Retirement Advisors, LLC with notifications on news.