Wbh Advisory Inc Intuit Inc Transaction History

Wbh Advisory Inc

$1.05 Billion
Q3 2024

A detailed history of Wbh Advisory Inc transactions in Intuit Inc stock. As of the latest transaction made, Wbh Advisory Inc holds 1,707 shares of INTU stock, worth $1.09 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,707

Previous 1,706 0.06%

Holding current value

$1.09 Million

Previous $1.12 Million 5.44%

% of portfolio

0.1%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$602.97 - $670.49 $602 - $670	1 Added 0.06%	1,707 $1.06 Million
Q1 2024 Apr 16, 2024	SELL	$586.82 - $669.36 $13,496 - $15,395	-23 Reduced 1.33%	1,706 $1.11 Million
Q3 2023 Oct 10, 2023	BUY	$448.19 - $553.61 $448 - $553	1 Added 0.06%	1,729 $883,000
Q2 2023 Jul 12, 2023	SELL	$406.09 - $459.63 $16,243 - $18,385	-40 Reduced 2.26%	1,728 $791,000
Q1 2023 Apr 20, 2023	BUY	$375.62 - $452.16 $44,323 - $53,354	118 Added 7.15%	1,768 $788,000
Q3 2022 Oct 18, 2022	SELL	$379.87 - $489.23 $75,974 - $97,846	-200 Reduced 10.81%	1,650 $639,000
Q1 2022 Apr 29, 2022	BUY	$424.63 - $631.47 $25,477 - $37,888	60 Added 3.35%	1,850 $889,000
Q4 2021 Jan 28, 2022	SELL	$525.35 - $694.66 $13,133 - $17,366	-25 Reduced 1.38%	1,790 $1.15 Million
Q2 2021 Jul 27, 2021	SELL	$392.04 - $491.4 $23,522 - $29,484	-60 Reduced 3.2%	1,815 $961,000
Q1 2021 Apr 19, 2021	SELL	$361.0 - $422.26 $10,830 - $12,667	-30 Reduced 1.57%	1,875 $718,000
Q3 2020 Oct 27, 2020	SELL	$285.37 - $354.18 $14,268 - $17,709	-50 Reduced 2.56%	1,905 $621,000
Q2 2020 Aug 05, 2020	SELL	$218.12 - $296.19 $163,590 - $222,142	-750 Reduced 27.73%	1,955 $579,000
Q3 2019 Oct 25, 2019	BUY	$263.19 - $292.31 $144,754 - $160,770	550 Added 25.52%	2,705 $719,000
Q2 2019 Aug 02, 2019	SELL	$236.93 - $269.08 $5,923 - $6,727	-25 Reduced 1.15%	2,155 $563,000
Q1 2019 Apr 22, 2019	SELL	$188.52 - $261.41 $15,081 - $20,912	-80 Reduced 3.54%	2,180 $569,000
Q3 2018 Oct 29, 2018	BUY	$202.68 - $228.18 $22,294 - $25,099	110 Added 5.12%	2,260 $513,000
Q4 2017 Jan 31, 2018	SELL	$141.74 - $161.13 $7,087 - $8,056	-50 Reduced 2.27%	2,150 $339,000
Q3 2017 Nov 29, 2017	BUY	$134.11 - $146.32 $295,042 - $321,904	2,200	2,200 $312,000

Others Institutions Holding INTU

# of Institutions

2,151

Shares Held

224M

Call Options Held

2.16M

Put Options Held

2.81M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Account