Plante Moran Financial Advisors, LLC Intuit Inc Transaction History

Plante Moran Financial Advisors, LLC

$1.42 Billion
Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 154 shares of INTU stock, worth $102,802. This represents 0.01% of its overall portfolio holdings.

Number of Shares

154

Previous 152 1.32%

Holding current value

$102,802

Previous $93,000 30.11%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$544.07 - $787.63 $1,088 - $1,575	2 Added 1.32%	154 $121,000
Q1 2025 May 08, 2025	SELL	$555.63 - $630.23 $107,792 - $122,264	-194 Reduced 56.07%	152 $93,000
Q4 2024 Feb 05, 2025	BUY	$602.01 - $706.25 $12,040 - $14,125	20 Added 6.13%	346 $217,000
Q3 2024 Oct 30, 2024	SELL	$602.97 - $670.49 $14,471 - $16,091	-24 Reduced 6.86%	326 $202,000
Q2 2024 Aug 12, 2024	BUY	$562.97 - $670.27 $3,377 - $4,021	6 Added 1.74%	350 $230,000
Q1 2024 May 09, 2024	SELL	$586.82 - $669.36 $17,017 - $19,411	-29 Reduced 7.77%	344 $223,000
Q4 2023 Feb 05, 2024	BUY	$479.45 - $629.12 $8,630 - $11,324	18 Added 5.07%	373 $233,000
Q3 2023 Nov 07, 2023	SELL	$448.19 - $553.61 $1,792 - $2,214	-4 Reduced 1.11%	355 $181,000
Q2 2023 Aug 07, 2023	BUY	$406.09 - $459.63 $1,624 - $1,838	4 Added 1.13%	359 $164,000
Q1 2023 May 08, 2023	BUY	$375.62 - $452.16 $62,728 - $75,510	167 Added 88.83%	355 $158,000
Q4 2022 Feb 09, 2023	BUY	$356.47 - $432.08 $356 - $432	1 Added 0.53%	188 $73,000
Q3 2022 Nov 02, 2022	BUY	$379.87 - $489.23 $4,938 - $6,359	13 Added 7.47%	187 $72,000
Q2 2022 Aug 02, 2022	BUY	$353.31 - $505.65 $7,772 - $11,124	22 Added 14.47%	174 $67,000
Q1 2022 May 06, 2022	SELL	$424.63 - $631.47 $20,806 - $30,942	-49 Reduced 24.38%	152 $73,000
Q4 2021 Feb 09, 2022	SELL	$525.35 - $694.66 $13,659 - $18,061	-26 Reduced 11.45%	201 $129,000
Q3 2021 Nov 08, 2021	BUY	$491.05 - $577.92 $36,828 - $43,344	75 Added 49.34%	227 $122,000
Q2 2021 Aug 10, 2021	SELL	$392.04 - $491.4 $377,534 - $473,218	-963 Reduced 86.37%	152 $75,000
Q1 2021 May 13, 2021	BUY	$361.0 - $422.26 $347,643 - $406,636	963 Added 633.55%	1,115 $427,000
Q4 2020 Feb 09, 2021	SELL	$314.68 - $381.16 $15,734 - $19,058	-50 Reduced 24.75%	152 $58,000
Q3 2020 Nov 12, 2020	BUY	$285.37 - $354.18 $43,376 - $53,835	152 Added 304.0%	202 $66,000
Q1 2020 May 07, 2020	BUY	$194.72 - $305.61 $5,841 - $9,168	30 Added 150.0%	50 $12,000
Q4 2019 Feb 14, 2020	BUY	$251.9 - $273.5 $5,038 - $5,470	20 New	20 $5,000
Q1 2018 May 01, 2018	SELL	$152.75 - $178.59 $916 - $1,071	-6 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	$134.11 - $146.32 $804 - $877	6	6 $1,000

Others Institutions Holding INTU

# of Institutions

2,498

Shares Held

238M

Call Options Held

3.76M

Put Options Held

4.82M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $188B
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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Plante Moran Financial Advisors, LLC Intuit Inc Transaction History