A detailed history of Pathstone Family Office, LLC transactions in Intuit Inc stock. As of the latest transaction made, Pathstone Family Office, LLC holds 15,583 shares of INTU stock, worth $9.97 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,583
Previous 8,924 74.62%
Holding current value
$9.97 Million
Previous $4.09 Million 94.74%
% of portfolio
0.05%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$448.19 - $553.61 $2.98 Million - $3.69 Million
6,659 Added 74.62%
15,583 $7.96 Million
Q2 2023

Jan 12, 2024

SELL
$406.09 - $459.63 $2.69 Million - $3.05 Million
-6,626 Reduced 42.52%
8,957 $4.1 Million
Q2 2023

Aug 14, 2023

BUY
$406.09 - $459.63 $178,273 - $201,777
439 Added 5.17%
8,924 $4.09 Million
Q1 2023

May 15, 2023

SELL
$375.62 - $452.16 $1.94 Million - $2.33 Million
-5,153 Reduced 37.78%
8,485 $3.78 Million
Q4 2022

Oct 23, 2023

BUY
$356.47 - $432.08 $1.82 Million - $2.2 Million
5,096 Added 59.66%
13,638 $5.31 Million
Q4 2022

Feb 13, 2023

BUY
$356.47 - $432.08 $184,651 - $223,817
518 Added 3.95%
13,638 $5.31 Million
Q3 2022

Oct 23, 2023

BUY
$379.87 - $489.23 $384,048 - $494,611
1,011 Added 13.42%
8,542 $3.31 Million
Q3 2022

Nov 14, 2022

BUY
$379.87 - $489.23 $421,655 - $543,045
1,110 Added 9.24%
13,120 $5.6 Million
Q2 2022

Oct 23, 2023

SELL
$353.31 - $505.65 $492,160 - $704,370
-1,393 Reduced 15.61%
7,531 $2.9 Million
Q2 2022

Aug 15, 2022

BUY
$353.31 - $505.65 $2.6 Million - $3.72 Million
7,352 Added 157.84%
12,010 $4.63 Million
Q1 2022

May 16, 2022

SELL
$424.63 - $631.47 $223,355 - $332,153
-526 Reduced 10.15%
4,658 $2.88 Million
Q4 2021

Feb 14, 2022

BUY
$525.35 - $694.66 $1.38 Million - $1.82 Million
2,618 Added 102.03%
5,184 $3.34 Million
Q3 2021

Nov 16, 2021

BUY
$491.05 - $577.92 $4,910 - $5,779
10 Added 0.39%
2,566 $1.38 Million
Q2 2021

Aug 31, 2021

BUY
$392.04 - $491.4 $101,146 - $126,781
258 Added 11.23%
2,556 $1.25 Million
Q1 2021

May 14, 2021

BUY
$361.0 - $422.26 $755,573 - $883,790
2,093 Added 1020.98%
2,298 $880,000
Q4 2020

Feb 16, 2021

BUY
$314.68 - $381.16 $64,509 - $78,137
205 New
205 $78,000
Q2 2018

Aug 10, 2018

SELL
$167.68 - $213.52 $1,509 - $1,921
-9 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$141.74 - $161.13 $1,275 - $1,450
9 New
9 $1,000
Q3 2017

Nov 14, 2017

SELL
$134.11 - $146.32 $1,206 - $1,316
-9 Closed
0 $0
Q2 2017

Aug 16, 2017

BUY
N/A
9
9 $1,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $180B
  • 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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