A detailed history of Uma Financial Services, Inc. transactions in Intuit Inc stock. As of the latest transaction made, Uma Financial Services, Inc. holds 306 shares of INTU stock, worth $229,194. This represents 0.04% of its overall portfolio holdings.

Number of Shares
306
Previous 304 0.66%
Holding current value
$229,194
Previous $186,000 29.57%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jul 11, 2025

BUY
$544.07 - $787.63 $1,088 - $1,575
2 Added 0.66%
306 $241,000
Q1 2025

Apr 28, 2025

SELL
$555.63 - $630.23 $10,556 - $11,974
-19 Reduced 5.88%
304 $186,000
Q4 2024

Feb 12, 2025

BUY
$602.01 - $706.25 $194,449 - $228,118
323 New
323 $203,000
Q2 2024

Jul 17, 2024

BUY
$562.97 - $670.27 $179,024 - $213,145
318 New
318 $208,000

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
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