Wealth Architects, LLC Intuit Inc Transaction History

Wealth Architects, LLC

$739 Million
Q1 2024

A detailed history of Wealth Architects, LLC transactions in Intuit Inc stock. As of the latest transaction made, Wealth Architects, LLC holds 1,207 shares of INTU stock, worth $807,181. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,207

Previous 1,210 0.25%

Holding current value

$807,181

Previous $756,000 3.7%

% of portfolio

0.11%

Previous 0.11%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$586.82 - $669.36 $1,760 - $2,008	-3 Reduced 0.25%	1,207 $784,000
Q4 2023 Feb 14, 2024	BUY	$479.45 - $629.12 $15,821 - $20,760	33 Added 2.8%	1,210 $756,000
Q3 2023 Nov 09, 2023	SELL	$448.19 - $553.61 $6,722 - $8,304	-15 Reduced 1.26%	1,177 $601,000
Q2 2023 Aug 02, 2023	BUY	$406.09 - $459.63 $6,091 - $6,894	15 Added 1.27%	1,192 $546,000
Q1 2023 Apr 21, 2023	BUY	$375.62 - $452.16 $36,435 - $43,859	97 Added 8.98%	1,177 $524,000

Q4 2022 Feb 09, 2023	SELL	$356.47 - $432.08 $8,198 - $9,937	-23 Reduced 2.09%	1,080 $420,000
Q3 2022 Oct 24, 2022	BUY	$379.87 - $489.23 $31,149 - $40,116	82 Added 8.03%	1,103 $427,000
Q2 2022 Jul 29, 2022	SELL	$353.31 - $505.65 $7,772 - $11,124	-22 Reduced 2.11%	1,021 $394,000
Q1 2022 May 17, 2022	SELL	$424.63 - $631.47 $11,465 - $17,049	-27 Reduced 2.52%	1,043 $502,000
Q4 2021 Jan 19, 2022	SELL	$525.35 - $694.66 $277,910 - $367,475	-529 Reduced 33.08%	1,070 $688,000
Q3 2021 Nov 09, 2021	BUY	$491.05 - $577.92 $546,538 - $643,224	1,113 Added 229.01%	1,599 $862,000
Q2 2021 Aug 09, 2021	BUY	$392.04 - $491.4 $190,531 - $238,820	486 New	486 $238,000
Q1 2021 Apr 29, 2021	SELL	$361.0 - $422.26 $214,073 - $250,400	-593 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$314.68 - $381.16 $186,605 - $226,027	593 New	593 $225,000
Q1 2020 Apr 23, 2020	SELL	$194.72 - $305.61 $265,013 - $415,935	-1,361 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$251.9 - $273.5 $342,835 - $372,233	1,361 New	1,361 $356,000

Others Institutions Holding INTU

# of Institutions

2,086

Shares Held

223M

Call Options Held

1.82M

Put Options Held

2.33M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $189B
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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Wealth Architects, LLC Intuit Inc Transaction History