Vista Wealth Management Group, LLC Intuit Inc Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Intuit Inc stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 2,256 shares of INTU stock, worth $1.43 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,256

Previous 2,233 1.03%

Holding current value

$1.43 Million

Previous $1.4 Million 1.28%

% of portfolio

0.09%

Previous 0.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$555.63 - $630.23 $12,779 - $14,495	23 Added 1.03%	2,256 $1.39 Million
Q4 2024 Jan 27, 2025	BUY	$602.01 - $706.25 $15,652 - $18,362	26 Added 1.18%	2,233 $1.4 Million
Q3 2024 Nov 06, 2024	SELL	$602.97 - $670.49 $229,128 - $254,786	-380 Reduced 14.69%	2,207 $1.37 Million
Q2 2024 Jul 30, 2024	SELL	$562.97 - $670.27 $305,129 - $363,286	-542 Reduced 17.32%	2,587 $1.7 Million
Q1 2024 Apr 29, 2024	SELL	$586.82 - $669.36 $8,215 - $9,371	-14 Reduced 0.45%	3,129 $2.03 Million
Q4 2023 Feb 12, 2024	SELL	$479.45 - $629.12 $15,821 - $20,760	-33 Reduced 1.04%	3,143 $1.96 Million
Q3 2023 Nov 14, 2023	BUY	$448.19 - $553.61 $28,684 - $35,431	64 Added 2.06%	3,176 $1.62 Million
Q2 2023 Aug 02, 2023	BUY	$406.09 - $459.63 $14,619 - $16,546	36 Added 1.17%	3,112 $1.43 Million
Q1 2023 May 04, 2023	SELL	$375.62 - $452.16 $31,927 - $38,433	-85 Reduced 2.69%	3,076 $1.37 Million
Q4 2022 Feb 07, 2023	BUY	$356.47 - $432.08 $19,605 - $23,764	55 Added 1.77%	3,161 $1.23 Million
Q3 2022 Oct 25, 2022	BUY	$379.87 - $489.23 $6,837 - $8,806	18 Added 0.58%	3,106 $1.3 Million
Q2 2022 Jul 14, 2022	BUY	$353.31 - $505.65 $9,892 - $14,158	28 Added 0.92%	3,088 $1.18 Million
Q1 2022 May 04, 2022	SELL	$424.63 - $631.47 $4,670 - $6,946	-11 Reduced 0.36%	3,060 $1.47 Million
Q4 2021 Jan 19, 2022	SELL	$525.35 - $694.66 $34,673 - $45,847	-66 Reduced 2.1%	3,071 $1.98 Million
Q3 2021 Nov 02, 2021	SELL	$491.05 - $577.92 $708,094 - $833,360	-1,442 Reduced 31.49%	3,137 $1.69 Million
Q2 2021 Jul 27, 2021	SELL	$392.04 - $491.4 $1,176 - $1,474	-3 Reduced 0.07%	4,579 $2.25 Million
Q1 2021 Apr 26, 2021	BUY	$361.0 - $422.26 $1.65 Million - $1.93 Million	4,582 New	4,582 $1.76 Million
Q4 2020 Jan 25, 2021	SELL	$314.68 - $381.16 $432,999 - $524,476	-1,376 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	$285.37 - $354.18 $392,669 - $487,351	1,376 New	1,376 $449,000

Others Institutions Holding INTU

# of Institutions

2,272

Shares Held

227M

Call Options Held

2.34M

Put Options Held

3.24M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $178B
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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Vista Wealth Management Group, LLC Intuit Inc Transaction History