A detailed history of Naviter Wealth, LLC transactions in Intuit Inc stock. As of the latest transaction made, Naviter Wealth, LLC holds 2,729 shares of INTU stock, worth $1.79 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,729
Previous 2,506 8.9%
Holding current value
$1.79 Million
Previous $1.63 Million 10.14%
% of portfolio
0.27%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$562.97 - $670.27 $125,542 - $149,470
223 Added 8.9%
2,729 $1.79 Million
Q1 2024

Apr 18, 2024

BUY
$586.82 - $669.36 $245,877 - $280,461
419 Added 20.08%
2,506 $1.63 Million
Q4 2023

Feb 05, 2024

BUY
$479.45 - $629.12 $202,327 - $265,488
422 Added 25.35%
2,087 $1.3 Million
Q3 2023

Nov 14, 2023

SELL
$448.19 - $553.61 $41,681 - $51,485
-93 Reduced 5.29%
1,665 $850,000
Q2 2023

Jul 20, 2023

BUY
$406.09 - $459.63 $118,984 - $134,671
293 Added 20.0%
1,758 $805,000
Q1 2023

Apr 12, 2023

BUY
$375.62 - $452.16 $550,283 - $662,414
1,465 New
1,465 $653,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $184B
  • 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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