New Edge Wealth, LLC Intuit Inc Transaction History

New Edge Wealth, LLC

$5.35 Billion
Q1 2025

A detailed history of New Edge Wealth, LLC transactions in Intuit Inc stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,393 shares of INTU stock, worth $4.35 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,393

Previous 10,493 48.6%

Holding current value

$4.35 Million

Previous $6.59 Million 49.79%

% of portfolio

0.06%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$555.63 - $630.23 $2.83 Million - $3.21 Million	-5,100 Reduced 48.6%	5,393 $3.31 Million
Q4 2024 Feb 04, 2025	SELL	$602.01 - $706.25 $166,756 - $195,631	-277 Reduced 2.57%	10,493 $6.59 Million
Q3 2024 Nov 12, 2024	BUY	$602.97 - $670.49 $791,699 - $880,353	1,313 Added 13.88%	10,770 $6.69 Million
Q2 2024 Aug 01, 2024	SELL	$562.97 - $670.27 $97,956 - $116,626	-174 Reduced 1.81%	9,457 $6.22 Million
Q1 2024 May 06, 2024	SELL	$586.82 - $669.36 $643,154 - $733,618	-1,096 Reduced 10.22%	9,631 $6.26 Million
Q4 2023 Jan 29, 2024	SELL	$479.45 - $629.12 $505,819 - $663,721	-1,055 Reduced 8.95%	10,727 $6.7 Million
Q3 2023 Nov 08, 2023	SELL	$448.19 - $553.61 $1.04 Million - $1.28 Million	-2,311 Reduced 16.4%	11,782 $6.02 Million
Q2 2023 Aug 09, 2023	BUY	$406.09 - $459.63 $2.11 Million - $2.39 Million	5,206 Added 58.58%	14,093 $6.46 Million
Q1 2023 May 08, 2023	BUY	$375.62 - $452.16 $447,739 - $538,974	1,192 Added 15.49%	8,887 $3.96 Million
Q4 2022 Feb 14, 2023	BUY	$356.47 - $432.08 $134,032 - $162,462	376 Added 5.14%	7,695 $3 Million
Q3 2022 Nov 14, 2022	SELL	$379.87 - $489.23 $199,431 - $256,845	-525 Reduced 6.69%	7,319 $2.84 Million
Q2 2022 Aug 09, 2022	BUY	$353.31 - $505.65 $1.51 Million - $2.16 Million	4,275 Added 119.78%	7,844 $3.02 Million
Q1 2022 May 10, 2022	BUY	$424.63 - $631.47 $236,094 - $351,097	556 Added 18.45%	3,569 $1.72 Million
Q4 2021 Jan 31, 2022	BUY	$525.35 - $694.66 $61,465 - $81,275	117 Added 4.04%	3,013 $1.94 Million
Q3 2021 Nov 12, 2021	BUY	$491.05 - $577.92 $111,959 - $131,765	228 Added 8.55%	2,896 $1.56 Million
Q2 2021 Aug 11, 2021	SELL	$392.04 - $491.4 $66,254 - $83,046	-169 Reduced 5.96%	2,668 $1.31 Million
Q1 2021 May 13, 2021	BUY	$361.0 - $422.26 $1.02 Million - $1.2 Million	2,837 New	2,837 $1.09 Million

Others Institutions Holding INTU

# of Institutions

2,364

Shares Held

231M

Call Options Held

3.2M

Put Options Held

4.44M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $228B
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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New Edge Wealth, LLC Intuit Inc Transaction History