A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Intuit Inc stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 266 shares of INTU stock, worth $180,534. This represents 0.03% of its overall portfolio holdings.

Number of Shares
266
Previous 262 1.53%
Holding current value
$180,534
Previous $172,000 4.07%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

BUY
$602.97 - $670.49 $2,411 - $2,681
4 Added 1.53%
266 $165,000
Q2 2024

Aug 06, 2024

SELL
$562.97 - $670.27 $15,763 - $18,767
-28 Reduced 9.66%
262 $172,000
Q1 2024

May 15, 2024

BUY
$586.82 - $669.36 $1,173 - $1,338
2 Added 0.69%
290 $188,000
Q4 2023

Feb 06, 2024

BUY
$479.45 - $629.12 $138,081 - $181,186
288 New
288 $180,000
Q1 2022

May 16, 2022

SELL
$424.63 - $631.47 $134,183 - $199,544
-316 Closed
0 $0
Q4 2021

Mar 08, 2022

BUY
$525.35 - $694.66 $166,010 - $219,512
316 New
316 $203,000
Q4 2020

Feb 16, 2021

SELL
$314.68 - $381.16 $120,207 - $145,603
-382 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$285.37 - $354.18 $109,011 - $135,296
382 New
382 $125,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $191B
  • 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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