Regent Peak Wealth Advisors LLC Intuit Inc Transaction History

Regent Peak Wealth Advisors LLC

$509 Million
Q3 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Intuit Inc stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,089 shares of INTU stock, worth $744,211. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,089

Previous 1,077 1.11%

Holding current value

$744,211

Previous $661,000 12.41%

% of portfolio

0.15%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$646.03 - $807.39 $7,752 - $9,688	12 Added 1.11%	1,089 $743,000
Q1 2025 Apr 14, 2025	SELL	$555.63 - $630.23 $75,565 - $85,711	-136 Reduced 11.21%	1,077 $661,000
Q4 2024 Jan 07, 2025	SELL	$602.01 - $706.25 $11,438 - $13,418	-19 Reduced 1.54%	1,213 $762,000
Q3 2024 Oct 16, 2024	BUY	$602.97 - $670.49 $44,619 - $49,616	74 Added 6.39%	1,232 $765,000
Q2 2024 Aug 14, 2024	BUY	$562.97 - $670.27 $17,452 - $20,778	31 Added 2.75%	1,158 $761,000
Q1 2024 May 01, 2024	BUY	$586.82 - $669.36 $2,347 - $2,677	4 Added 0.36%	1,127 $732,000
Q4 2023 Jan 23, 2024	BUY	$479.45 - $629.12 $30,684 - $40,263	64 Added 6.04%	1,123 $701,000
Q3 2023 Nov 03, 2023	BUY	$448.19 - $553.61 $50,645 - $62,557	113 Added 11.95%	1,059 $541,000
Q2 2023 Jul 19, 2023	BUY	$406.09 - $459.63 $3,248 - $3,677	8 Added 0.85%	946 $433,000
Q1 2023 Apr 24, 2023	SELL	$375.62 - $452.16 $13,522 - $16,277	-36 Reduced 3.7%	938 $418,000
Q4 2022 Feb 08, 2023	SELL	$356.47 - $432.08 $1,782 - $2,160	-5 Reduced 0.51%	974 $379,000
Q3 2022 Nov 14, 2022	BUY	$379.87 - $489.23 $22,032 - $28,375	58 Added 6.3%	979 $379,000
Q2 2022 Aug 11, 2022	BUY	$353.31 - $505.65 $14,132 - $20,226	40 Added 4.54%	921 $355,000
Q1 2022 May 03, 2022	BUY	$424.63 - $631.47 $1,698 - $2,525	4 Added 0.46%	881 $424,000
Q4 2021 Feb 11, 2022	BUY	$525.35 - $694.66 $28,894 - $38,206	55 Added 6.69%	877 $565,000
Q3 2021 Nov 08, 2021	BUY	$491.05 - $577.92 $3,437 - $4,045	7 Added 0.86%	822 $444,000
Q2 2021 Aug 16, 2021	BUY	$392.04 - $491.4 $20,386 - $25,552	52 Added 6.82%	815 $432,000
Q1 2021 Apr 28, 2021	SELL	$361.0 - $422.26 $17,328 - $20,268	-48 Reduced 5.92%	763 $292,000
Q4 2020 Feb 12, 2021	BUY	$314.68 - $381.16 $41,223 - $49,931	131 Added 19.26%	811 $308,000
Q3 2020 Nov 04, 2020	BUY	$285.37 - $354.18 $194,051 - $240,842	680 New	680 $222,000

Others Institutions Holding INTU

# of Institutions

2,500

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 $193B
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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Regent Peak Wealth Advisors LLC Intuit Inc Transaction History