A detailed history of Valmark Advisers, Inc. transactions in Intuit Inc stock. As of the latest transaction made, Valmark Advisers, Inc. holds 1,830 shares of INTU stock, worth $1.17 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,830
Previous 1,828 0.11%
Holding current value
$1.17 Million
Previous $1.2 Million 5.41%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$602.97 - $670.49 $1,205 - $1,340
2 Added 0.11%
1,830 $1.14 Million
Q2 2024

Jul 31, 2024

BUY
$562.97 - $670.27 $11,259 - $13,405
20 Added 1.11%
1,828 $1.2 Million
Q1 2024

May 03, 2024

BUY
$586.82 - $669.36 $26,406 - $30,121
45 Added 2.55%
1,808 $1.18 Million
Q4 2023

Feb 02, 2024

BUY
$479.45 - $629.12 $138,561 - $181,815
289 Added 19.61%
1,763 $1.1 Million
Q3 2023

Nov 07, 2023

SELL
$448.19 - $553.61 $14,790 - $18,269
-33 Reduced 2.19%
1,474 $753,000
Q2 2023

Aug 02, 2023

BUY
$406.09 - $459.63 $1,624 - $1,838
4 Added 0.27%
1,507 $690,000
Q1 2023

May 01, 2023

SELL
$375.62 - $452.16 $4,883 - $5,878
-13 Reduced 0.86%
1,503 $670,000
Q4 2022

Feb 06, 2023

SELL
$356.47 - $432.08 $3,208 - $3,888
-9 Reduced 0.59%
1,516 $590,000
Q3 2022

Nov 02, 2022

BUY
$379.87 - $489.23 $2,279 - $2,935
6 Added 0.39%
1,525 $591,000
Q2 2022

Aug 01, 2022

BUY
$353.31 - $505.65 $1,413 - $2,022
4 Added 0.26%
1,519 $585,000
Q1 2022

May 10, 2022

SELL
$424.63 - $631.47 $2,123 - $3,157
-5 Reduced 0.33%
1,515 $728,000
Q4 2021

Feb 02, 2022

BUY
$525.35 - $694.66 $4,728 - $6,251
9 Added 0.6%
1,520 $978,000
Q3 2021

Nov 09, 2021

SELL
$491.05 - $577.92 $18,659 - $21,960
-38 Reduced 2.45%
1,511 $815,000
Q2 2021

Aug 06, 2021

BUY
$392.04 - $491.4 $36,459 - $45,700
93 Added 6.39%
1,549 $759,000
Q1 2021

May 04, 2021

BUY
$361.0 - $422.26 $25,631 - $29,980
71 Added 5.13%
1,456 $558,000
Q4 2020

Feb 03, 2021

BUY
$314.68 - $381.16 $435,831 - $527,906
1,385 New
1,385 $526,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $180B
  • 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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