Perigon Wealth Management, LLC Intuit Inc Transaction History

Perigon Wealth Management, LLC

$3.42 Billion
Q2 2024

A detailed history of Perigon Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,289 shares of INTU stock, worth $1.99 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,289

Previous 2,749 19.64%

Holding current value

$1.99 Million

Previous $1.79 Million 21.0%

% of portfolio

0.06%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$562.97 - $670.27 $304,003 - $361,945	540 Added 19.64%	3,289 $2.16 Million
Q1 2024 Apr 29, 2024	BUY	$586.82 - $669.36 $183,087 - $208,840	312 Added 12.8%	2,749 $1.79 Million
Q4 2023 Jan 29, 2024	SELL	$479.45 - $629.12 $47,465 - $62,282	-99 Reduced 3.9%	2,437 $1.52 Million
Q3 2023 Oct 30, 2023	BUY	$448.19 - $553.61 $115,184 - $142,277	257 Added 11.28%	2,536 $1.3 Million
Q2 2023 Aug 02, 2023	BUY	$406.09 - $459.63 $85,278 - $96,522	210 Added 10.15%	2,279 $1.04 Million
Q1 2023 May 03, 2023	SELL	$375.62 - $452.16 $141,233 - $170,012	-376 Reduced 15.38%	2,069 $922,000
Q4 2022 Feb 14, 2023	BUY	$356.47 - $432.08 $49,549 - $60,059	139 Added 6.03%	2,445 $951,000
Q3 2022 Dec 13, 2022	BUY	$379.87 - $489.23 $17,853 - $22,993	47 Added 2.08%	2,306 $893,000
Q2 2022 Aug 11, 2022	BUY	$353.31 - $505.65 $113,059 - $161,808	320 Added 16.5%	2,259 $871,000
Q1 2022 May 16, 2022	BUY	$424.63 - $631.47 $211,041 - $313,840	497 Added 34.47%	1,939 $932,000
Q4 2021 Feb 11, 2022	BUY	$525.35 - $694.66 $180,195 - $238,268	343 Added 31.21%	1,442 $927,000
Q3 2021 Nov 01, 2021	BUY	$491.05 - $577.92 $539,663 - $635,134	1,099 New	1,099 $593,000
Q3 2021 Oct 25, 2021	SELL	$491.05 - $577.92 $527,878 - $621,264	-1,075 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$392.04 - $491.4 $3,136 - $3,931	8 Added 0.75%	1,075 $527,000
Q1 2021 May 17, 2021	BUY	$361.0 - $422.26 $40,071 - $46,870	111 Added 11.61%	1,067 $409,000
Q4 2020 Jan 28, 2021	BUY	$314.68 - $381.16 $16,048 - $19,439	51 Added 5.64%	956 $363,000
Q3 2020 Nov 03, 2020	SELL	$285.37 - $354.18 $11,985 - $14,875	-42 Reduced 4.44%	905 $295,000
Q2 2020 Jul 29, 2020	SELL	$218.12 - $296.19 $11,342 - $15,401	-52 Reduced 5.21%	947 $280,000
Q1 2020 Apr 17, 2020	BUY	$194.72 - $305.61 $194,525 - $305,304	999 New	999 $252,000
Q4 2017 Feb 14, 2018	SELL	$141.74 - $161.13 $33,308 - $37,865	-235 Closed	0 $0
Q2 2017 Sep 12, 2017	BUY	N/A	235 New	235 $31,000
Q3 2011 Nov 14, 2022	BUY	N/A	47	2,306 $893,000

Others Institutions Holding INTU

# of Institutions

2,130

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $171B
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 & ...

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Perigon Wealth Management, LLC Intuit Inc Transaction History