Symphony Financial, Ltd. Co. Intuit Inc Transaction History

Symphony Financial, Ltd. Co.

$608 Million
Q3 2024

A detailed history of Symphony Financial, Ltd. Co. transactions in Intuit Inc stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 1,642 shares of INTU stock, worth $1.05 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,642

Previous 1,600 2.63%

Holding current value

$1.05 Million

Previous $1.05 Million 3.04%

% of portfolio

0.17%

Previous 0.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$602.97 - $670.49 $25,324 - $28,160	42 Added 2.63%	1,642 $1.02 Million
Q2 2024 Jul 17, 2024	BUY	$562.97 - $670.27 $115,971 - $138,075	206 Added 14.78%	1,600 $1.05 Million
Q1 2024 Apr 17, 2024	SELL	$586.82 - $669.36 $136,142 - $155,291	-232 Reduced 14.27%	1,394 $906,000
Q4 2023 Jan 18, 2024	BUY	$479.45 - $629.12 $290,546 - $381,246	606 Added 59.41%	1,626 $1.02 Million
Q3 2023 Nov 07, 2023	SELL	$448.19 - $553.61 $142,076 - $175,494	-317 Reduced 23.71%	1,020 $521,000
Q2 2023 Jul 12, 2023	BUY	$406.09 - $459.63 $38,172 - $43,205	94 Added 7.56%	1,337 $612,000
Q1 2023 May 03, 2023	SELL	$375.62 - $452.16 $74,748 - $89,979	-199 Reduced 13.8%	1,243 $554,000
Q4 2022 Jan 26, 2023	SELL	$356.47 - $432.08 $548,250 - $664,539	-1,538 Reduced 51.61%	1,442 $0
Q3 2022 Oct 27, 2022	SELL	$379.87 - $489.23 $10,256 - $13,209	-27 Reduced 0.9%	2,980 $1.18 Million
Q2 2022 Jul 18, 2022	SELL	$353.31 - $505.65 $7,419 - $10,618	-21 Reduced 0.69%	3,007 $1.17 Million
Q1 2022 May 13, 2022	BUY	$424.63 - $631.47 $286,200 - $425,610	674 Added 28.63%	3,028 $1.48 Million
Q4 2021 Jan 19, 2022	BUY	$525.35 - $694.66 $988,183 - $1.31 Million	1,881 Added 397.67%	2,354 $1.49 Million
Q3 2021 Oct 12, 2021	SELL	$491.05 - $577.92 $122,271 - $143,902	-249 Reduced 34.49%	473 $259,000
Q2 2021 Jul 13, 2021	SELL	$392.04 - $491.4 $5,488 - $6,879	-14 Reduced 1.9%	722 $354,000
Q1 2021 Apr 15, 2021	SELL	$361.0 - $422.26 $426,341 - $498,689	-1,181 Reduced 61.61%	736 $295,000
Q4 2020 Jan 13, 2021	BUY	$314.68 - $381.16 $23,601 - $28,587	75 Added 4.07%	1,917 $713,000
Q3 2020 Oct 09, 2020	BUY	$285.37 - $354.18 $1,712 - $2,125	6 Added 0.33%	1,842 $601,000
Q2 2020 Jul 08, 2020	BUY	$218.12 - $296.19 $400,468 - $543,804	1,836 New	1,836 $544,000

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 $180B
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 Symphony Financial, Ltd. Co., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial, Ltd. Co. with notifications on news.

Account

Symphony Financial, Ltd. Co. Intuit Inc Transaction History