A detailed history of Perigon Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,631 shares of INTU stock, worth $2.96 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,631
Previous 3,289 40.8%
Holding current value
$2.96 Million
Previous $2.16 Million 33.04%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 16, 2024

BUY
$602.97 - $670.49 $809,185 - $899,797
1,342 Added 40.8%
4,631 $2.88 Million
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

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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