Steel Peak Wealth Management LLC Intuit Inc Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Intuit Inc stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 25,762 shares of INTU stock, worth $17.5 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

25,762

Previous 22,476 14.62%

Holding current value

$17.5 Million

Previous $14.8 Million 8.31%

% of portfolio

0.71%

Previous 0.7%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$602.97 - $670.49 $1.98 Million - $2.2 Million	3,286 Added 14.62%	25,762 $16 Million
Q2 2024 Jul 16, 2024	SELL	$562.97 - $670.27 $7.4 Million - $8.81 Million	-13,145 Reduced 36.9%	22,476 $14.8 Million
Q1 2024 Apr 17, 2024	BUY	$586.82 - $669.36 $721,788 - $823,312	1,230 Added 3.58%	35,621 $23.2 Million
Q4 2023 Jan 23, 2024	BUY	$479.45 - $629.12 $6.08 Million - $7.98 Million	12,689 Added 58.47%	34,391 $21.5 Million
Q3 2023 Nov 02, 2023	SELL	$448.19 - $553.61 $193,618 - $239,159	-432 Reduced 1.95%	21,702 $11.1 Million
Q2 2023 Aug 02, 2023	BUY	$406.09 - $459.63 $257,054 - $290,945	633 Added 2.94%	22,134 $10.1 Million
Q1 2023 May 05, 2023	BUY	$375.62 - $452.16 $2.24 Million - $2.7 Million	5,976 Added 38.49%	21,501 $9.59 Million
Q4 2022 Jan 25, 2023	SELL	$356.47 - $432.08 $572,134 - $693,488	-1,605 Reduced 9.37%	15,525 $0
Q3 2022 Oct 26, 2022	SELL	$379.87 - $489.23 $3.83 Million - $4.94 Million	-10,090 Reduced 37.07%	17,130 $6.64 Million
Q2 2022 Aug 02, 2022	BUY	$353.31 - $505.65 $3.69 Million - $5.28 Million	10,435 Added 62.17%	27,220 $10.5 Million
Q1 2022 May 10, 2022	SELL	$424.63 - $631.47 $3.46 Million - $5.15 Million	-8,159 Reduced 32.71%	16,785 $8.07 Million
Q4 2021 Jan 31, 2022	SELL	$525.35 - $694.66 $378,252 - $500,155	-720 Reduced 2.81%	24,944 $16 Million
Q3 2021 Nov 15, 2021	BUY	$491.05 - $577.92 $1.9 Million - $2.24 Million	3,869 Added 17.75%	25,664 $13.8 Million
Q2 2021 Aug 13, 2021	BUY	$392.04 - $491.4 $3.45 Million - $4.32 Million	8,789 Added 67.58%	21,795 $10.7 Million
Q1 2021 May 18, 2021	SELL	$361.0 - $422.26 $3.17 Million - $3.71 Million	-8,783 Reduced 40.31%	13,006 $4.98 Million
Q4 2020 Feb 04, 2021	BUY	$314.68 - $381.16 $3.35 Million - $4.05 Million	10,633 Added 95.31%	21,789 $8.28 Million
Q3 2020 Oct 26, 2020	BUY	$285.37 - $354.18 $1.01 Million - $1.25 Million	3,542 Added 46.52%	11,156 $3.64 Million
Q2 2020 Jul 21, 2020	BUY	$218.12 - $296.19 $1.66 Million - $2.26 Million	7,614 New	7,614 $2.26 Million

Others Institutions Holding INTU

# of Institutions

2,148

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 $191B
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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Steel Peak Wealth Management LLC Intuit Inc Transaction History