A detailed history of Optimize Financial Inc transactions in Intuit Inc stock. As of the latest transaction made, Optimize Financial Inc holds 469 shares of INTU stock, worth $302,964. This represents 0.17% of its overall portfolio holdings.

Number of Shares
469
Previous 353 32.86%
Holding current value
$302,964
Previous $278 Million 15.2%
% of portfolio
0.17%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$646.03 - $807.39 $74,939 - $93,657
116 Added 32.86%
469 $320 Million
Q2 2025

Aug 13, 2025

SELL
$544.07 - $787.63 $1,088 - $1,575
-2 Reduced 0.56%
353 $278 Million
Q1 2025

May 16, 2025

BUY
$555.63 - $630.23 $197,248 - $223,731
355 New
355 $218 Million

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $182B
  • 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 Optimize Financial Inc Portfolio

Follow Optimize Financial Inc 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 Optimize Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Optimize Financial Inc with notifications on news.