Strategic Wealth Partners, Ltd. Intuit Inc Transaction History

Strategic Wealth Partners, Ltd.

$892 Million
Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Intuit Inc stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 10,340 shares of INTU stock, worth $6.8 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

10,340

Previous 9,787 5.65%

Holding current value

$6.8 Million

Previous $6.12 Million 9.87%

% of portfolio

0.75%

Previous 0.76%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	BUY	$586.82 - $669.36 $324,511 - $370,156	553 Added 5.65%	10,340 $6.72 Million
Q4 2023 May 20, 2024	BUY	$479.45 - $629.12 $998,214 - $1.31 Million	2,082 Added 27.02%	9,787 $6.12 Million
Q3 2023 May 20, 2024	BUY	$448.19 - $553.61 $100,842 - $124,562	225 Added 3.01%	7,705 $3.94 Million
Q2 2023 May 20, 2024	SELL	$406.09 - $459.63 $44,669 - $50,559	-110 Reduced 1.45%	7,480 $3.43 Million
Q1 2023 Apr 24, 2023	BUY	$375.62 - $452.16 $204,337 - $245,975	544 Added 7.72%	7,590 $3.38 Million

Q4 2022 Apr 24, 2023	BUY	$356.47 - $432.08 $483,373 - $585,900	1,356 Added 23.83%	7,046 $2.74 Million
Q3 2022 Apr 24, 2023	BUY	$379.87 - $489.23 $889,275 - $1.15 Million	2,341 Added 69.9%	5,690 $2.2 Million
Q2 2022 Aug 22, 2022	BUY	$353.31 - $505.65 $1.18 Million - $1.69 Million	3,349 New	3,349 $1.29 Million
Q2 2020 Aug 11, 2020	SELL	$218.12 - $296.19 $603,756 - $819,853	-2,768 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$251.9 - $273.5 $79,348 - $86,152	315 Added 12.84%	2,768 $725,000
Q3 2019 Oct 28, 2019	BUY	$263.19 - $292.31 $645,605 - $717,036	2,453 New	2,453 $648,000

Others Institutions Holding INTU

# of Institutions

2,083

Shares Held

223M

Call Options Held

1.82M

Put Options Held

2.33M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $185B
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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Strategic Wealth Partners, Ltd. Intuit Inc Transaction History