Transform Wealth, LLC Intuit Inc Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Intuit Inc stock. As of the latest transaction made, Transform Wealth, LLC holds 885 shares of INTU stock, worth $541,336. This represents 0.03% of its overall portfolio holdings.

Number of Shares

885

Previous 778 13.75%

Holding current value

$541,336

Previous $483,000 15.11%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$602.01 - $706.25 $64,415 - $75,568	107 Added 13.75%	885 $556,000
Q2 2024 Jul 15, 2024	SELL	$562.97 - $670.27 $19,140 - $22,789	-34 Reduced 4.19%	778 $511,000
Q1 2024 Apr 15, 2024	BUY	$586.82 - $669.36 $33,448 - $38,153	57 Added 7.55%	812 $527,000
Q4 2023 Jan 18, 2024	SELL	$479.45 - $629.12 $37,876 - $49,700	-79 Reduced 9.47%	755 $471,000
Q3 2023 Oct 10, 2023	SELL	$448.19 - $553.61 $15,686 - $19,376	-35 Reduced 4.03%	834 $426,000
Q2 2023 Jul 13, 2023	SELL	$406.09 - $459.63 $52,385 - $59,292	-129 Reduced 12.93%	869 $398,000
Q1 2023 Apr 14, 2023	SELL	$375.62 - $452.16 $16,902 - $20,347	-45 Reduced 4.31%	998 $444,000
Q3 2022 Oct 21, 2022	SELL	$379.87 - $489.23 $5,698 - $7,338	-15 Reduced 1.42%	1,043 $404,000
Q2 2022 Jul 15, 2022	SELL	$353.31 - $505.65 $44,517 - $63,711	-126 Reduced 10.64%	1,058 $408,000
Q1 2022 Apr 25, 2022	SELL	$424.63 - $631.47 $55,201 - $82,091	-130 Reduced 9.89%	1,184 $569,000
Q4 2021 Jan 26, 2022	SELL	$525.35 - $694.66 $4,202 - $5,557	-8 Reduced 0.61%	1,314 $845,000
Q3 2021 Oct 15, 2021	SELL	$491.05 - $577.92 $18,659 - $21,960	-38 Reduced 2.79%	1,322 $713,000
Q2 2021 Jul 20, 2021	SELL	$392.04 - $491.4 $68,214 - $85,503	-174 Reduced 11.34%	1,360 $667,000
Q1 2021 Apr 22, 2021	SELL	$361.0 - $422.26 $123,823 - $144,835	-343 Reduced 18.27%	1,534 $588,000
Q4 2020 Jan 20, 2021	SELL	$314.68 - $381.16 $53,810 - $65,178	-171 Reduced 8.35%	1,877 $713,000
Q3 2020 Oct 21, 2020	SELL	$285.37 - $354.18 $134,123 - $166,464	-470 Reduced 18.67%	2,048 $668,000
Q2 2020 Jul 22, 2020	BUY	$218.12 - $296.19 $61,946 - $84,117	284 Added 12.71%	2,518 $746,000
Q1 2020 Apr 30, 2020	BUY	$194.72 - $305.61 $127,736 - $200,480	656 Added 41.57%	2,234 $514,000
Q4 2019 Jan 24, 2020	BUY	$251.9 - $273.5 $397,498 - $431,583	1,578 New	1,578 $413,000

Others Institutions Holding INTU

# of Institutions

2,158

Shares Held

224M

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 $172B
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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Transform Wealth, LLC Intuit Inc Transaction History