Schechter Investment Advisors, LLC Intuit Inc Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 2,916 shares of INTU stock, worth $2.24 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,916

Previous 3,524 17.25%

Holding current value

$2.24 Million

Previous $2.21 Million 19.15%

% of portfolio

0.21%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$555.63 - $630.23 $337,823 - $383,179	-608 Reduced 17.25%	2,916 $1.79 Million
Q4 2024 Feb 06, 2025	SELL	$602.01 - $706.25 $69,231 - $81,218	-115 Reduced 3.16%	3,524 $2.21 Million
Q3 2024 Nov 12, 2024	SELL	$602.97 - $670.49 $97,078 - $107,948	-161 Reduced 4.24%	3,639 $2.26 Million
Q2 2024 Aug 12, 2024	SELL	$562.97 - $670.27 $45,037 - $53,621	-80 Reduced 2.06%	3,800 $2.5 Million
Q1 2024 May 06, 2024	SELL	$586.82 - $669.36 $36,969 - $42,169	-63 Reduced 1.6%	3,880 $2.52 Million
Q4 2023 Jan 17, 2024	SELL	$479.45 - $629.12 $51,301 - $67,315	-107 Reduced 2.64%	3,943 $2.46 Million
Q3 2023 Nov 06, 2023	BUY	$448.19 - $553.61 $128,630 - $158,886	287 Added 7.63%	4,050 $2.07 Million
Q2 2023 Jul 26, 2023	BUY	$406.09 - $459.63 $8,121 - $9,192	20 Added 0.53%	3,763 $1.72 Million
Q1 2023 Apr 28, 2023	BUY	$375.62 - $452.16 $87,519 - $105,353	233 Added 6.64%	3,743 $1.67 Million
Q4 2022 Feb 13, 2023	SELL	$356.47 - $432.08 $66,659 - $80,798	-187 Reduced 5.06%	3,510 $1.37 Million
Q3 2022 Nov 04, 2022	BUY	$379.87 - $489.23 $255,652 - $329,251	673 Added 22.26%	3,697 $1.43 Million
Q2 2022 Nov 03, 2022	BUY	$353.31 - $505.65 $1.07 Million - $1.53 Million	3,024 New	3,024 $1.17 Million
Q1 2022 Nov 18, 2022	SELL	$424.63 - $631.47 $358,812 - $533,592	-845 Reduced 22.86%	2,852 $1.37 Million
Q4 2021 Dec 27, 2022	SELL	$525.35 - $694.66 $494,354 - $653,675	-941 Reduced 25.45%	2,756 $1.77 Million

Others Institutions Holding INTU

# of Institutions

2,279

Shares Held

234M

Call Options Held

3.17M

Put Options Held

4.29M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $216B
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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Schechter Investment Advisors, LLC Intuit Inc Transaction History