A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Intuit Inc stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 2,256 shares of INTU stock, worth $1.48 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,256
Previous 2,258 0.09%
Holding current value
$1.48 Million
Previous $1.47 Million 1.02%
% of portfolio
0.21%
Previous 0.22%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$562.97 - $670.27 $1,125 - $1,340
-2 Reduced 0.09%
2,256 $1.48 Million
Q1 2024

May 09, 2024

SELL
$586.82 - $669.36 $63,963 - $72,960
-109 Reduced 4.6%
2,258 $1.47 Million
Q4 2023

Feb 07, 2024

SELL
$479.45 - $629.12 $8,630 - $11,324
-18 Reduced 0.75%
2,367 $1.48 Million
Q3 2023

Nov 07, 2023

SELL
$448.19 - $553.61 $49,300 - $60,897
-110 Reduced 4.41%
2,385 $1.22 Million
Q2 2023

Aug 07, 2023

BUY
$406.09 - $459.63 $113,705 - $128,696
280 Added 12.64%
2,495 $1.14 Million
Q1 2023

May 03, 2023

SELL
$375.62 - $452.16 $17,654 - $21,251
-47 Reduced 2.08%
2,215 $987,000
Q4 2022

Feb 13, 2023

BUY
$356.47 - $432.08 $22,814 - $27,653
64 Added 2.91%
2,262 $880,000
Q3 2022

Nov 09, 2022

SELL
$379.87 - $489.23 $1,519 - $1,956
-4 Reduced 0.18%
2,198 $852,000
Q2 2022

Aug 03, 2022

BUY
$353.31 - $505.65 $84,794 - $121,356
240 Added 12.23%
2,202 $849,000
Q1 2022

Apr 20, 2022

SELL
$424.63 - $631.47 $59,448 - $88,405
-140 Reduced 6.66%
1,962 $943,000
Q4 2021

Jan 21, 2022

BUY
$525.35 - $694.66 $16,285 - $21,534
31 Added 1.5%
2,102 $1.35 Million
Q3 2021

Oct 29, 2021

BUY
$491.05 - $577.92 $15,713 - $18,493
32 Added 1.57%
2,071 $1.12 Million
Q2 2021

Aug 02, 2021

SELL
$392.04 - $491.4 $41,948 - $52,579
-107 Reduced 4.99%
2,039 $1 Million
Q1 2021

Apr 29, 2021

BUY
$361.0 - $422.26 $56,316 - $65,872
156 Added 7.84%
2,146 $822,000
Q4 2020

Feb 12, 2021

SELL
$314.68 - $381.16 $23,601 - $28,587
-75 Reduced 3.63%
1,990 $755,000
Q3 2020

Nov 03, 2020

BUY
$285.37 - $354.18 $2,853 - $3,541
10 Added 0.49%
2,065 $674,000
Q2 2020

Jul 27, 2020

SELL
$218.12 - $296.19 $20,721 - $28,138
-95 Reduced 4.42%
2,055 $608,000
Q1 2020

May 11, 2020

BUY
$194.72 - $305.61 $43,033 - $67,539
221 Added 11.46%
2,150 $494,000
Q4 2019

Feb 07, 2020

BUY
$251.9 - $273.5 $10,076 - $10,940
40 Added 2.12%
1,929 $505,000
Q3 2019

Oct 31, 2019

BUY
$263.19 - $292.31 $46,847 - $52,031
178 Added 10.4%
1,889 $502,000
Q2 2019

Aug 06, 2019

BUY
$236.93 - $269.08 $5,686 - $6,457
24 Added 1.42%
1,711 $447,000
Q1 2019

May 08, 2019

SELL
$188.52 - $261.41 $154,586 - $214,356
-820 Reduced 32.71%
1,687 $442,000
Q4 2018

Mar 01, 2019

SELL
$182.75 - $231.32 $4,203 - $5,320
-23 Reduced 0.91%
2,507 $493,000
Q3 2018

Feb 28, 2019

SELL
$202.68 - $228.18 $9,323 - $10,496
-46 Reduced 1.79%
2,530 $576,000
Q2 2018

Feb 28, 2019

BUY
$167.68 - $213.52 $103,793 - $132,168
619 Added 31.63%
2,576 $527,000
Q1 2018

Feb 28, 2019

BUY
$152.75 - $178.59 $249,746 - $291,994
1,635 Added 507.76%
1,957 $339,000
Q4 2017

Feb 12, 2018

BUY
$141.74 - $161.13 $45,640 - $51,883
322
322 $51,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $184B
  • 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

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.