A detailed history of Robertson Stephens Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 525 shares of INTU stock, worth $419,333. This represents 0.01% of its overall portfolio holdings.

Number of Shares
525
Previous 902 41.8%
Holding current value
$419,333
Previous $553,000 25.32%
% of portfolio
0.01%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

SELL
$544.07 - $787.63 $205,114 - $296,936
-377 Reduced 41.8%
525 $413,000
Q1 2025

Apr 17, 2025

SELL
$555.63 - $630.23 $132,239 - $149,994
-238 Reduced 20.88%
902 $553,000
Q4 2024

Jan 27, 2025

SELL
$602.01 - $706.25 $1.42 Million - $1.66 Million
-2,351 Reduced 67.34%
1,140 $716,000
Q3 2024

Nov 12, 2024

BUY
$602.97 - $670.49 $687,988 - $765,029
1,141 Added 48.55%
3,491 $2.17 Million
Q2 2024

Aug 13, 2024

BUY
$562.97 - $670.27 $76,563 - $91,156
136 Added 6.14%
2,350 $1.54 Million
Q1 2024

May 15, 2024

BUY
$586.82 - $669.36 $749,369 - $854,772
1,277 Added 136.29%
2,214 $1.44 Million
Q4 2023

Feb 06, 2024

SELL
$479.45 - $629.12 $42,191 - $55,362
-88 Reduced 8.59%
937 $585,000
Q3 2023

Nov 13, 2023

BUY
$448.19 - $553.61 $74,847 - $92,452
167 Added 19.46%
1,025 $523,000
Q2 2023

Aug 11, 2023

SELL
$406.09 - $459.63 $12,182 - $13,788
-30 Reduced 3.38%
858 $393,000
Q1 2023

May 11, 2023

SELL
$375.62 - $452.16 $3,756 - $4,521
-10 Reduced 1.11%
888 $395,000
Q4 2022

Feb 14, 2023

BUY
$356.47 - $432.08 $94,108 - $114,069
264 Added 41.64%
898 $349,000
Q3 2022

Nov 14, 2022

BUY
$379.87 - $489.23 $240,837 - $310,171
634 New
634 $245,000
Q2 2022

Aug 12, 2022

SELL
$353.31 - $505.65 $272,755 - $390,361
-772 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$424.63 - $631.47 $1,698 - $2,525
-4 Reduced 0.52%
772 $371,000
Q4 2021

Feb 14, 2022

BUY
$525.35 - $694.66 $407,671 - $539,056
776 New
776 $499,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $225B
  • 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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