A detailed history of Roberts Wealth Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 5,682 shares of INTU stock, worth $3.52 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
5,682
Previous 5,643 0.69%
Holding current value
$3.52 Million
Previous $3.67 Million 1.83%
% of portfolio
1.36%
Previous 1.41%

Shares

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

Aug 13, 2024

BUY
$562.97 - $670.27 $21,955 - $26,140
39 Added 0.69%
5,682 $3.73 Million
Q1 2024

Apr 17, 2024

BUY
$586.82 - $669.36 $3.31 Million - $3.78 Million
5,643 New
5,643 $3.67 Million
Q3 2023

Oct 17, 2023

BUY
$448.19 - $553.61 $21,064 - $26,019
47 Added 0.84%
5,625 $2.87 Million
Q2 2023

Jul 12, 2023

BUY
$406.09 - $459.63 $47,512 - $53,776
117 Added 2.14%
5,578 $2.56 Million
Q1 2023

Apr 11, 2023

BUY
$375.62 - $452.16 $29,673 - $35,720
79 Added 1.47%
5,461 $2.43 Million
Q4 2022

Jan 10, 2023

BUY
$356.47 - $432.08 $18,892 - $22,900
53 Added 0.99%
5,382 $0
Q3 2022

Oct 13, 2022

BUY
$379.87 - $489.23 $66,097 - $85,126
174 Added 3.38%
5,329 $2.19 Million
Q2 2022

Jul 11, 2022

BUY
$353.31 - $505.65 $50,876 - $72,813
144 Added 2.87%
5,155 $2.1 Million
Q1 2022

Apr 12, 2022

BUY
$424.63 - $631.47 $56,051 - $83,354
132 Added 2.71%
5,011 $2.43 Million
Q4 2021

Jan 12, 2022

SELL
$525.35 - $694.66 $32,571 - $43,068
-62 Reduced 1.25%
4,879 $3.08 Million
Q3 2021

Oct 12, 2021

BUY
$491.05 - $577.92 $2.43 Million - $2.86 Million
4,941 New
4,941 $2.67 Million

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $174B
  • 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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