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 1,232 shares of INTU stock, worth $787,038. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,232
Previous 1,158 6.39%
Holding current value
$787,038
Previous $761,000 0.53%
% of portfolio
0.17%
Previous 0.19%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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