Valeo Financial Advisors, LLC Intuit Inc Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,435 shares of INTU stock, worth $1.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,435

Previous 2,291 6.29%

Holding current value

$1.51 Million

Previous $1.51 Million 0.47%

% of portfolio

0.04%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$602.97 - $670.49 $86,827 - $96,550	144 Added 6.29%	2,435 $1.51 Million
Q2 2024 Jul 10, 2024	SELL	$562.97 - $670.27 $10,133 - $12,064	-18 Reduced 0.78%	2,291 $1.51 Million
Q1 2024 Apr 25, 2024	BUY	$586.82 - $669.36 $7,041 - $8,032	12 Added 0.52%	2,309 $1.5 Million
Q1 2024 Apr 19, 2024	SELL	$586.82 - $669.36 $44,598 - $50,871	-76 Reduced 3.2%	2,297 $1.49 Million
Q4 2023 Jan 29, 2024	BUY	$479.45 - $629.12 $176,437 - $231,516	368 Added 18.35%	2,373 $1.48 Million
Q3 2023 Oct 19, 2023	BUY	$448.19 - $553.61 $65,883 - $81,380	147 Added 7.91%	2,005 $1.02 Million
Q2 2023 Jul 14, 2023	BUY	$406.09 - $459.63 $28,020 - $31,714	69 Added 3.86%	1,858 $851,000
Q1 2023 Apr 17, 2023	BUY	$375.62 - $452.16 $58,972 - $70,989	157 Added 9.62%	1,789 $797,000
Q4 2022 Feb 09, 2023	BUY	$356.47 - $432.08 $371,798 - $450,659	1,043 Added 177.08%	1,632 $635,000
Q3 2022 Oct 31, 2022	BUY	$379.87 - $489.23 $4,558 - $5,870	12 Added 2.08%	589 $228,000
Q2 2022 Aug 03, 2022	SELL	$353.31 - $505.65 $65,715 - $94,050	-186 Reduced 24.38%	577 $222,000
Q1 2022 Apr 28, 2022	BUY	$424.63 - $631.47 $45,860 - $68,198	108 Added 16.49%	763 $367,000
Q4 2021 Jan 07, 2022	BUY	$525.35 - $694.66 $48,857 - $64,603	93 Added 16.55%	655 $421,000
Q3 2021 Nov 02, 2021	BUY	$491.05 - $577.92 $275,970 - $324,791	562 New	562 $303,000
Q2 2021 Jul 22, 2021	SELL	$392.04 - $491.4 $2.5 Million - $3.14 Million	-6,382 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$361.0 - $422.26 $1,805 - $2,111	5 Added 0.08%	6,382 $2.45 Million
Q4 2020 Feb 11, 2021	BUY	$314.68 - $381.16 $1.92 Million - $2.32 Million	6,097 Added 2177.5%	6,377 $2.42 Million
Q3 2020 Oct 28, 2020	SELL	$285.37 - $354.18 $34,244 - $42,501	-120 Reduced 30.0%	280 $91,000
Q2 2020 Jul 20, 2020	BUY	$218.12 - $296.19 $14,614 - $19,844	67 Added 20.12%	400 $118,000
Q1 2020 Apr 13, 2020	BUY	$194.72 - $305.61 $389 - $611	2 Added 0.6%	333 $83,000
Q4 2019 Jan 24, 2020	BUY	$251.9 - $273.5 $47,861 - $51,965	190 Added 134.75%	331 $87,000
Q3 2019 Oct 15, 2019	BUY	$263.19 - $292.31 $2,105 - $2,338	8 Added 6.02%	141 $37,000
Q2 2018 Aug 14, 2018	SELL	$167.68 - $213.52 $5,365 - $6,832	-32 Reduced 19.39%	133 $28,000
Q4 2017 Feb 09, 2018	BUY	$141.74 - $161.13 $9,780 - $11,117	69 Added 71.88%	165 $26,000
Q3 2017 Nov 14, 2017	BUY	$134.11 - $146.32 $12,874 - $14,046	96	96 $14,000

Others Institutions Holding INTU

# of Institutions

2,115

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $174B
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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Valeo Financial Advisors, LLC Intuit Inc Transaction History