A detailed history of Summit Trail Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 2,494 shares of INTU stock, worth $1.64 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,494
Previous 2,035 22.56%
Holding current value
$1.64 Million
Previous $1.27 Million 27.54%
% of portfolio
0.04%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$586.82 - $669.36 $269,350 - $307,236
459 Added 22.56%
2,494 $1.62 Million
Q4 2023

Feb 06, 2024

SELL
$479.45 - $629.12 $34,520 - $45,296
-72 Reduced 3.42%
2,035 $1.27 Million
Q3 2023

Oct 30, 2023

SELL
$448.19 - $553.61 $92,775 - $114,597
-207 Reduced 8.95%
2,107 $1.08 Million
Q2 2023

Jul 25, 2023

BUY
$406.09 - $459.63 $513,703 - $581,431
1,265 Added 120.59%
2,314 $1.06 Million
Q1 2023

May 04, 2023

BUY
$375.62 - $452.16 $111,183 - $133,839
296 Added 39.31%
1,049 $467,000
Q4 2022

Feb 07, 2023

BUY
$356.47 - $432.08 $20,318 - $24,628
57 Added 8.19%
753 $293,000
Q3 2022

Nov 09, 2022

SELL
$379.87 - $489.23 $20,512 - $26,418
-54 Reduced 7.2%
696 $270,000
Q2 2022

Aug 09, 2022

SELL
$353.31 - $505.65 $97,513 - $139,559
-276 Reduced 26.9%
750 $289,000
Q1 2022

May 16, 2022

BUY
$424.63 - $631.47 $198,726 - $295,527
468 Added 83.87%
1,026 $493,000
Q4 2021

Feb 11, 2022

BUY
$525.35 - $694.66 $21,539 - $28,481
41 Added 7.93%
558 $359,000
Q3 2021

Nov 16, 2021

BUY
$491.05 - $577.92 $253,872 - $298,784
517 New
517 $279,000
Q4 2020

Feb 16, 2021

SELL
$314.68 - $381.16 $616,458 - $746,692
-1,959 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$285.37 - $354.18 $559,039 - $693,838
1,959 New
1,959 $685,000
Q2 2018

Aug 10, 2018

SELL
$167.68 - $213.52 $489,625 - $623,478
-2,920 Closed
0 $0
Q1 2018

May 22, 2018

SELL
$152.75 - $178.59 $42.7 Million - $50 Million
-279,821 Reduced 98.97%
2,920 $283,000
Q1 2018

May 21, 2018

BUY
$152.75 - $178.59 $42.9 Million - $50.1 Million
280,718 Added 13876.32%
282,741 $283,000
Q4 2017

Feb 14, 2018

BUY
$141.74 - $161.13 $286,740 - $325,965
2,023
2,023 $332,000

Others Institutions Holding INTU

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 & ...
More about INTU
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