A detailed history of One Ascent Financial Services LLC transactions in Intuit Inc stock. As of the latest transaction made, One Ascent Financial Services LLC holds 720 shares of INTU stock, worth $495,266. This represents 0.32% of its overall portfolio holdings.

Number of Shares
720
Holding current value
$495,266
% of portfolio
0.32%

Shares

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

Nov 07, 2024

BUY
$602.97 - $670.49 $434,138 - $482,752
720 New
720 $447,000
Q1 2024

Apr 16, 2024

BUY
$586.82 - $669.36 $9,389 - $10,709
16 Added 4.0%
416 $270,000
Q4 2023

Jan 11, 2024

BUY
$479.45 - $629.12 $191,780 - $251,648
400 New
400 $250,000
Q1 2022

May 12, 2022

SELL
$424.63 - $631.47 $196,179 - $291,739
-462 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$525.35 - $694.66 $242,711 - $320,932
462 New
462 $297,000
Q1 2021

Apr 27, 2021

SELL
$361.0 - $422.26 $524,894 - $613,966
-1,454 Closed
0 $0
Q4 2020

Feb 08, 2021

SELL
$314.68 - $381.16 $548,487 - $664,361
-1,743 Reduced 54.52%
1,454 $552,000
Q4 2020

Jan 13, 2021

BUY
$314.68 - $381.16 $134,683 - $163,136
428 Added 15.46%
3,197 $1.21 Million
Q3 2020

Nov 02, 2020

BUY
$285.37 - $354.18 $333,597 - $414,036
1,169 Added 73.06%
2,769 $903,000
Q2 2020

Jul 21, 2020

BUY
$218.12 - $296.19 $23,556 - $31,988
108 Added 7.24%
1,600 $474,000
Q1 2020

Apr 14, 2020

SELL
$194.72 - $305.61 $36,412 - $57,149
-187 Reduced 11.14%
1,492 $343,000
Q4 2019

Feb 11, 2020

BUY
$251.9 - $273.5 $422,940 - $459,206
1,679 New
1,679 $440,000
Q3 2019

Nov 15, 2019

SELL
$263.19 - $292.31 $735,879 - $817,298
-2,796 Closed
0 $0
Q2 2019

Aug 15, 2019

BUY
$236.93 - $269.08 $662,456 - $752,347
2,796 New
2,796 $731,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $194B
  • 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 One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.