Sheets Smith Wealth Management Intuit Inc Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Intuit Inc stock. As of the latest transaction made, Sheets Smith Wealth Management holds 15,972 shares of INTU stock, worth $11 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

15,972

Previous 15,997 0.16%

Holding current value

$11 Million

Previous $10.5 Million 5.66%

% of portfolio

1.23%

Previous 1.27%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$602.97 - $670.49 $15,074 - $16,762	-25 Reduced 0.16%	15,972 $9.92 Million
Q2 2024 Jul 30, 2024	SELL	$562.97 - $670.27 $2.94 Million - $3.5 Million	-5,222 Reduced 24.61%	15,997 $10.5 Million
Q1 2024 May 08, 2024	BUY	$586.82 - $669.36 $3.06 Million - $3.5 Million	5,222 Added 32.64%	21,219 $13.8 Million
Q1 2023 May 26, 2023	BUY	$375.62 - $452.16 $5.84 Million - $7.03 Million	15,551 Added 3486.77%	15,997 $7.13 Million
Q1 2023 May 12, 2023	SELL	$375.62 - $452.16 $7.72 Million - $9.29 Million	-20,551 Reduced 97.88%	446 $198,000
Q4 2022 Mar 08, 2023	BUY	$356.47 - $432.08 $53,470 - $64,812	150 Added 0.72%	20,997 $8.17 Million
Q3 2022 Nov 01, 2022	BUY	$379.87 - $489.23 $6,457 - $8,316	17 Added 0.08%	20,847 $8.07 Million
Q1 2022 May 02, 2022	SELL	$424.63 - $631.47 $42,463 - $63,147	-100 Reduced 0.48%	20,830 $10 Million
Q4 2021 Jan 20, 2022	SELL	$525.35 - $694.66 $23,640 - $31,259	-45 Reduced 0.21%	20,930 $13.5 Million
Q3 2021 Oct 15, 2021	SELL	$491.05 - $577.92 $103,120 - $121,363	-210 Reduced 0.99%	20,975 $11.3 Million
Q2 2021 Aug 03, 2021	SELL	$392.04 - $491.4 $3,920 - $4,914	-10 Reduced 0.05%	21,185 $10.4 Million
Q1 2021 Apr 23, 2021	SELL	$361.0 - $422.26 $18,050 - $21,113	-50 Reduced 0.24%	21,195 $8.12 Million
Q3 2020 Oct 26, 2020	SELL	$285.37 - $354.18 $42,805 - $53,127	-150 Reduced 0.7%	21,245 $6.93 Million
Q2 2020 Jul 17, 2020	SELL	$218.12 - $296.19 $1,090 - $1,480	-5 Reduced 0.02%	21,395 $6.34 Million
Q1 2020 Apr 28, 2020	SELL	$194.72 - $305.61 $10,709 - $16,808	-55 Reduced 0.26%	21,400 $4.92 Million
Q4 2019 Jan 24, 2020	SELL	$251.9 - $273.5 $670,305 - $727,783	-2,661 Reduced 11.03%	21,455 $5.62 Million
Q3 2019 Oct 28, 2019	BUY	$263.19 - $292.31 $650,342 - $722,298	2,471 Added 11.42%	24,116 $6.41 Million
Q2 2019 Jul 12, 2019	SELL	$236.93 - $269.08 $19,428 - $22,064	-82 Reduced 0.38%	21,645 $5.66 Million
Q1 2019 May 13, 2019	SELL	$188.52 - $261.41 $37,704 - $52,282	-200 Reduced 0.91%	21,727 $5.68 Million
Q4 2018 Jan 11, 2019	BUY	$182.75 - $231.32 $91,375 - $115,660	500 Added 2.33%	21,927 $4.32 Million
Q2 2018 Jul 26, 2018	BUY	$167.68 - $213.52 $838 - $1,067	5 Added 0.02%	21,427 $4.38 Million
Q4 2017 Jan 12, 2018	SELL	$141.74 - $161.13 $722,874 - $821,763	-5,100 Reduced 19.23%	21,422 $3.38 Million
Q3 2017 Oct 12, 2017	BUY	$134.11 - $146.32 $3.56 Million - $3.88 Million	26,522	26,522 $3.77 Million

Others Institutions Holding INTU

# of Institutions

2,144

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 $194B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Intuit Inc Transaction History