A detailed history of Pacific Wealth Management transactions in Intuit Inc stock. As of the latest transaction made, Pacific Wealth Management holds 662 shares of INTU stock, worth $425,924. This represents 0.19% of its overall portfolio holdings.

Number of Shares
662
Previous 762 13.12%
Holding current value
$425,924
Previous $500,000 17.8%
% of portfolio
0.19%
Previous 0.25%

Shares

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

Oct 03, 2024

SELL
$602.97 - $670.49 $60,297 - $67,049
-100 Reduced 13.12%
662 $411,000
Q2 2024

Jul 10, 2024

BUY
$562.97 - $670.27 $83,882 - $99,870
149 Added 24.31%
762 $500,000
Q4 2023

Jan 31, 2024

BUY
$479.45 - $629.12 $50,342 - $66,057
105 Added 20.67%
613 $383,000
Q3 2023

Nov 01, 2023

BUY
$448.19 - $553.61 $227,680 - $281,233
508 New
508 $259,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $181B
  • 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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