Ropes Wealth Advisors LLC Intuit Inc Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Intuit Inc stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 2,834 shares of INTU stock, worth $1.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,834

Previous 3,084 8.11%

Holding current value

$1.8 Million

Previous $1.41 Million 2.48%

% of portfolio

0.28%

Previous 0.24%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$448.19 - $553.61 $112,047 - $138,402	-250 Reduced 8.11%	2,834 $1.45 Million
Q2 2023 Aug 07, 2023	BUY	$406.09 - $459.63 $86,497 - $97,901	213 Added 7.42%	3,084 $1.41 Million
Q1 2023 May 08, 2023	SELL	$375.62 - $452.16 $14,273 - $17,182	-38 Reduced 1.31%	2,871 $1.28 Million
Q4 2022 Feb 06, 2023	BUY	$356.47 - $432.08 $29,943 - $36,294	84 Added 2.97%	2,909 $1.13 Million
Q2 2022 Aug 10, 2022	BUY	$353.31 - $505.65 $8,832 - $12,641	25 Added 0.89%	2,825 $1.09 Million
Q1 2022 May 04, 2022	SELL	$424.63 - $631.47 $12,738 - $18,944	-30 Reduced 1.06%	2,800 $1.35 Million
Q4 2021 Feb 10, 2022	BUY	$525.35 - $694.66 $640,401 - $846,790	1,219 Added 75.67%	2,830 $1.82 Million
Q3 2021 Nov 05, 2021	SELL	$491.05 - $577.92 $38,792 - $45,655	-79 Reduced 4.67%	1,611 $869,000
Q2 2021 Aug 04, 2021	BUY	$392.04 - $491.4 $1,960 - $2,457	5 Added 0.3%	1,690 $828,000
Q1 2021 May 12, 2021	SELL	$361.0 - $422.26 $12,635 - $14,779	-35 Reduced 2.03%	1,685 $666,000
Q4 2020 Feb 05, 2021	SELL	$314.68 - $381.16 $13,845 - $16,771	-44 Reduced 2.49%	1,720 $653,000
Q3 2020 Oct 16, 2020	BUY	$285.37 - $354.18 $64,208 - $79,690	225 Added 14.62%	1,764 $575,000
Q2 2020 Jul 20, 2020	BUY	$218.12 - $296.19 $43,624 - $59,238	200 Added 14.94%	1,539 $456,000
Q1 2020 Apr 24, 2020	SELL	$194.72 - $305.61 $6,620 - $10,390	-34 Reduced 2.48%	1,339 $308,000
Q4 2019 Feb 05, 2020	SELL	$251.9 - $273.5 $14,862 - $16,136	-59 Reduced 4.12%	1,373 $360,000
Q3 2019 Nov 05, 2019	SELL	$263.19 - $292.31 $773,778 - $859,391	-2,940 Reduced 67.25%	1,432 $381,000
Q2 2019 Jul 31, 2019	BUY	$236.93 - $269.08 $635,209 - $721,403	2,681 Added 158.55%	4,372 $1.14 Million
Q1 2019 Apr 15, 2019	BUY	$188.52 - $261.41 $26,769 - $37,120	142 Added 9.17%	1,691 $442,000
Q4 2018 Feb 08, 2019	SELL	$182.75 - $231.32 $88,085 - $111,496	-482 Reduced 23.73%	1,549 $305,000
Q2 2018 Aug 13, 2018	SELL	$167.68 - $213.52 $1,844 - $2,348	-11 Reduced 0.54%	2,031 $415,000
Q1 2018 Apr 30, 2018	BUY	$152.75 - $178.59 $1,680 - $1,964	11 Added 0.54%	2,042 $354,000
Q4 2017 Feb 13, 2018	SELL	$141.74 - $161.13 $140,180 - $159,357	-989 Reduced 32.75%	2,031 $320,000
Q3 2017 Nov 09, 2017	BUY	$134.11 - $146.32 $405,012 - $441,886	3,020	3,020 $429,000

Others Institutions Holding INTU

# of Institutions

2,149

Shares Held

225M

Call Options Held

2.16M

Put Options Held

2.81M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $179B
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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Ropes Wealth Advisors LLC Intuit Inc Transaction History