A detailed history of True Wealth Design, LLC transactions in Intuit Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 37 shares of INTU stock, worth $27,713. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37
Previous 10 270.0%
Holding current value
$27,713
Previous $5.88 Million 390.2%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$544.07 - $787.63 $14,689 - $21,266
27 Added 270.0%
37 $28.8 Million
Q1 2025

May 13, 2025

BUY
$555.63 - $630.23 $1,111 - $1,260
2 Added 25.0%
10 $5.88 Million
Q4 2024

Feb 14, 2025

BUY
$602.01 - $706.25 $1,806 - $2,118
3 Added 60.0%
8 $4.76 Million
Q1 2024

May 14, 2024

BUY
$586.82 - $669.36 $1,173 - $1,338
2 Added 66.67%
5 $3.25 Million
Q4 2023

Feb 14, 2024

BUY
$479.45 - $629.12 $479 - $629
1 Added 50.0%
3 $1.88 Million
Q4 2022

Feb 15, 2023

BUY
$356.47 - $432.08 $712 - $864
2 New
2 $778,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $211B
  • 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 True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.