Tci Wealth Advisors, Inc. Intuit Inc Transaction History

Tci Wealth Advisors, Inc.

$971 Million
Q1 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Intuit Inc stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 734 shares of INTU stock, worth $481,665. This represents 0.05% of its overall portfolio holdings.

Number of Shares

734

Previous 736 0.27%

Holding current value

$481,665

Previous $460,000 3.7%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$586.82 - $669.36 $1,173 - $1,338	-2 Reduced 0.27%	734 $477,000
Q4 2023 Feb 06, 2024	SELL	$479.45 - $629.12 $1,438 - $1,887	-3 Reduced 0.41%	736 $460,000
Q3 2023 Oct 31, 2023	BUY	$448.19 - $553.61 $3,137 - $3,875	7 Added 0.96%	739 $377,000
Q2 2023 Aug 04, 2023	BUY	$406.09 - $459.63 $1,624 - $1,838	4 Added 0.55%	732 $335,000
Q1 2023 May 03, 2023	SELL	$375.62 - $452.16 $18,781 - $22,608	-50 Reduced 6.43%	728 $324,000

Q4 2022 Feb 06, 2023	BUY	$356.47 - $432.08 $34,577 - $41,911	97 Added 14.24%	778 $302,000
Q3 2022 Nov 08, 2022	SELL	$379.87 - $489.23 $41,405 - $53,326	-109 Reduced 13.8%	681 $264,000
Q2 2022 Jul 19, 2022	BUY	$353.31 - $505.65 $45,576 - $65,228	129 Added 19.52%	790 $304,000
Q1 2022 Apr 29, 2022	SELL	$424.63 - $631.47 $28,874 - $42,939	-68 Reduced 9.33%	661 $318,000
Q4 2021 Jan 24, 2022	SELL	$525.35 - $694.66 $126,084 - $166,718	-240 Reduced 24.77%	729 $469,000
Q3 2021 Oct 29, 2021	SELL	$491.05 - $577.92 $173,831 - $204,583	-354 Reduced 26.76%	969 $523,000
Q2 2021 Aug 02, 2021	BUY	$392.04 - $491.4 $8,624 - $10,810	22 Added 1.69%	1,323 $648,000
Q1 2021 Apr 29, 2021	SELL	$361.0 - $422.26 $314,070 - $367,366	-870 Reduced 40.07%	1,301 $498,000
Q4 2020 Jan 21, 2021	SELL	$314.68 - $381.16 $1.05 Million - $1.28 Million	-3,348 Reduced 60.66%	2,171 $825,000
Q2 2020 Jul 20, 2020	SELL	$218.12 - $296.19 $5,453 - $7,404	-25 Reduced 0.45%	5,519 $1.64 Million
Q1 2020 Apr 14, 2020	SELL	$194.72 - $305.61 $31,349 - $49,203	-161 Reduced 2.82%	5,544 $1.28 Million
Q4 2019 Jan 27, 2020	BUY	$251.9 - $273.5 $61,715 - $67,007	245 Added 4.49%	5,705 $1.49 Million
Q3 2019 Oct 17, 2019	SELL	$263.19 - $292.31 $1,842 - $2,046	-7 Reduced 0.13%	5,460 $1.45 Million
Q2 2019 Jul 23, 2019	SELL	$236.93 - $269.08 $29,853 - $33,904	-126 Reduced 2.25%	5,467 $1.43 Million
Q1 2019 Apr 11, 2019	SELL	$188.52 - $261.41 $3,204 - $4,443	-17 Reduced 0.3%	5,593 $1.46 Million
Q4 2018 Jan 17, 2019	BUY	$182.75 - $231.32 $5,665 - $7,170	31 Added 0.56%	5,610 $1.1 Million
Q3 2018 Nov 02, 2018	SELL	$202.68 - $228.18 $9,931 - $11,180	-49 Reduced 0.87%	5,579 $1.27 Million
Q2 2018 Jul 27, 2018	BUY	$167.68 - $213.52 $2,515 - $3,202	15 Added 0.27%	5,628 $1.15 Million
Q3 2017 Oct 24, 2017	BUY	$134.11 - $146.32 $2,816 - $3,072	21 Added 0.38%	5,613 $798,000
Q2 2017 Aug 10, 2017	BUY	N/A	5,592	5,592 $743,000

Others Institutions Holding INTU

# of Institutions

2,085

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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Tci Wealth Advisors, Inc. Intuit Inc Transaction History