A detailed history of Trinity Point Wealth, LLC transactions in Intuit Inc stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 1,370 shares of INTU stock, worth $896,308. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,370
Previous 1,356 1.03%
Holding current value
$896,308
Previous $881,000 2.16%
% of portfolio
0.14%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$562.97 - $670.27 $7,881 - $9,383
14 Added 1.03%
1,370 $900,000
Q1 2024

May 08, 2024

SELL
$586.82 - $669.36 $2,934 - $3,346
-5 Reduced 0.37%
1,356 $881,000
Q4 2023

Feb 08, 2024

BUY
$479.45 - $629.12 $1,438 - $1,887
3 Added 0.22%
1,361 $850,000
Q3 2023

Nov 08, 2023

SELL
$448.19 - $553.61 $19,272 - $23,805
-43 Reduced 3.07%
1,358 $693,000
Q2 2023

Aug 07, 2023

BUY
$406.09 - $459.63 $6,903 - $7,813
17 Added 1.23%
1,401 $641,000
Q1 2023

May 04, 2023

SELL
$375.62 - $452.16 $3,004 - $3,617
-8 Reduced 0.57%
1,384 $617,000
Q4 2022

Feb 07, 2023

BUY
$356.47 - $432.08 $39,924 - $48,392
112 Added 8.75%
1,392 $541,000
Q3 2022

Nov 09, 2022

BUY
$379.87 - $489.23 $12,535 - $16,144
33 Added 2.65%
1,280 $496,000
Q2 2022

Aug 05, 2022

SELL
$353.31 - $505.65 $1,059 - $1,516
-3 Reduced 0.24%
1,247 $481,000
Q1 2022

May 13, 2022

SELL
$424.63 - $631.47 $6,794 - $10,103
-16 Reduced 1.26%
1,250 $601,000
Q4 2021

Feb 11, 2022

BUY
$525.35 - $694.66 $5,778 - $7,641
11 Added 0.88%
1,266 $814,000
Q3 2021

Nov 12, 2021

SELL
$491.05 - $577.92 $117,360 - $138,122
-239 Reduced 16.0%
1,255 $677,000
Q2 2021

Aug 13, 2021

BUY
$392.04 - $491.4 $28,226 - $35,380
72 Added 5.06%
1,494 $732,000
Q1 2021

May 11, 2021

SELL
$361.0 - $422.26 $7,220 - $8,445
-20 Reduced 1.39%
1,422 $545,000
Q4 2020

Feb 10, 2021

BUY
$314.68 - $381.16 $1,573 - $1,905
5 Added 0.35%
1,442 $540,000
Q3 2020

Nov 13, 2020

BUY
$285.37 - $354.18 $410,076 - $508,956
1,437 New
1,437 $469,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $184B
  • 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

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.