Personal Cfo Solutions, LLC Intuit Inc Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Intuit Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 1,889 shares of INTU stock, worth $1.21 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,889

Previous 2,252 16.12%

Holding current value

$1.21 Million

Previous $1.48 Million 20.74%

% of portfolio

0.17%

Previous 0.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$602.97 - $670.49 $218,878 - $243,387	-363 Reduced 16.12%	1,889 $1.17 Million
Q2 2024 Aug 09, 2024	SELL	$562.97 - $670.27 $18,015 - $21,448	-32 Reduced 1.4%	2,252 $1.48 Million
Q1 2024 May 13, 2024	BUY	$586.82 - $669.36 $13,496 - $15,395	23 Added 1.02%	2,284 $1.48 Million
Q4 2023 Feb 13, 2024	BUY	$479.45 - $629.12 $60,410 - $79,269	126 Added 5.9%	2,261 $1.41 Million
Q3 2023 Nov 13, 2023	BUY	$448.19 - $553.61 $19,272 - $23,805	43 Added 2.06%	2,135 $1.09 Million
Q2 2023 Aug 10, 2023	SELL	$406.09 - $459.63 $5,685 - $6,434	-14 Reduced 0.66%	2,092 $958,000
Q1 2023 May 09, 2023	SELL	$375.62 - $452.16 $751 - $904	-2 Reduced 0.09%	2,106 $938,000
Q4 2022 Feb 14, 2023	SELL	$356.47 - $432.08 $22,814 - $27,653	-64 Reduced 2.95%	2,108 $820,000
Q3 2022 Nov 01, 2022	BUY	$379.87 - $489.23 $23,551 - $30,332	62 Added 2.94%	2,172 $841,000
Q2 2022 Aug 05, 2022	SELL	$353.31 - $505.65 $126,131 - $180,517	-357 Reduced 14.47%	2,110 $813,000
Q1 2022 May 02, 2022	BUY	$424.63 - $631.47 $807,646 - $1.2 Million	1,902 Added 336.64%	2,467 $1.19 Million
Q4 2021 Feb 11, 2022	SELL	$525.35 - $694.66 $50,958 - $67,382	-97 Reduced 14.65%	565 $363,000
Q3 2021 Nov 18, 2021	SELL	$491.05 - $577.92 $42,721 - $50,279	-87 Reduced 11.62%	662 $357,000
Q2 2021 Jul 22, 2021	BUY	$392.04 - $491.4 $27,442 - $34,398	70 Added 10.31%	749 $367,000
Q1 2021 Apr 21, 2021	SELL	$361.0 - $422.26 $1,444 - $1,689	-4 Reduced 0.59%	679 $260,000
Q4 2020 Feb 09, 2021	SELL	$314.68 - $381.16 $39,964 - $48,407	-127 Reduced 15.68%	683 $259,000
Q3 2020 Nov 02, 2020	BUY	$285.37 - $354.18 $856 - $1,062	3 Added 0.37%	810 $0
Q2 2020 Aug 03, 2020	BUY	$218.12 - $296.19 $176,022 - $239,025	807 New	807 $239,000

Others Institutions Holding INTU

# of Institutions

2,148

Shares Held

225M

Call Options Held

2.16M

Put Options Held

2.81M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Account

Personal Cfo Solutions, LLC Intuit Inc Transaction History