A detailed history of Mount Yale Investment Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 973 shares of INTU stock, worth $665,746. This represents 0.06% of its overall portfolio holdings.

Number of Shares
973
Previous 956 1.78%
Holding current value
$665,746
Previous $628,000 3.82%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 23, 2024

BUY
$602.97 - $670.49 $10,250 - $11,398
17 Added 1.78%
973 $604,000
Q2 2024

Aug 13, 2024

SELL
$562.97 - $670.27 $390,138 - $464,497
-693 Reduced 42.03%
956 $628,000
Q1 2024

May 15, 2024

SELL
$586.82 - $669.36 $6,455 - $7,362
-11 Reduced 0.66%
1,649 $1.07 Million
Q4 2023

Feb 12, 2024

BUY
$479.45 - $629.12 $479 - $629
1 Added 0.06%
1,660 $1.04 Million
Q3 2023

Oct 11, 2023

SELL
$448.19 - $553.61 $136,249 - $168,297
-304 Reduced 15.49%
1,659 $847,000
Q2 2023

Aug 14, 2023

SELL
$406.09 - $459.63 $674,515 - $763,445
-1,661 Reduced 45.83%
1,963 $899,000
Q1 2023

May 11, 2023

BUY
$375.62 - $452.16 $519,858 - $625,789
1,384 Added 61.79%
3,624 $1.62 Million
Q4 2022

Feb 13, 2023

SELL
$356.47 - $432.08 $189,642 - $229,866
-532 Reduced 19.19%
2,240 $871,000
Q3 2022

Nov 07, 2022

SELL
$379.87 - $489.23 $351,379 - $452,537
-925 Reduced 25.02%
2,772 $1.07 Million
Q2 2022

Aug 02, 2022

SELL
$353.31 - $505.65 $18,018 - $25,788
-51 Reduced 1.36%
3,697 $1.43 Million
Q1 2022

May 03, 2022

BUY
$424.63 - $631.47 $588,537 - $875,217
1,386 Added 58.68%
3,748 $1.8 Million
Q4 2021

Feb 02, 2022

BUY
$525.35 - $694.66 $477,017 - $630,751
908 Added 62.45%
2,362 $1.52 Million
Q3 2021

Nov 02, 2021

SELL
$491.05 - $577.92 $213,115 - $250,817
-434 Reduced 22.99%
1,454 $784,000
Q2 2021

Aug 04, 2021

SELL
$392.04 - $491.4 $9,016 - $11,302
-23 Reduced 1.2%
1,888 $925,000
Q1 2021

May 04, 2021

BUY
$361.0 - $422.26 $169,309 - $198,039
469 Added 32.52%
1,911 $732,000
Q4 2020

Feb 12, 2021

BUY
$314.68 - $381.16 $159,228 - $192,866
506 Added 54.06%
1,442 $548,000
Q3 2020

Nov 16, 2020

BUY
$285.37 - $354.18 $267,106 - $331,512
936 New
936 $305,000
Q4 2018

Feb 14, 2019

SELL
$182.75 - $231.32 $14,985 - $18,968
-82 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
$202.68 - $228.18 $608 - $684
-3 Reduced 3.53%
82 $18,000
Q2 2018

Aug 22, 2018

SELL
$167.68 - $213.52 $167 - $213
-1 Reduced 1.16%
85 $17,000
Q1 2018

Jun 25, 2018

BUY
$152.75 - $178.59 $13,136 - $15,358
86 New
86 $15,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $193B
  • 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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