Wealth Enhancement Advisory Services, LLC Intuit Inc Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Intuit Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 29,307 shares of INTU stock, worth $18.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

29,307

Previous 27,528 6.46%

Holding current value

$18.8 Million

Previous $18.1 Million 0.6%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$602.97 - $670.49 $1.07 Million - $1.19 Million	1,779 Added 6.46%	29,307 $18.2 Million
Q2 2024 Jul 16, 2024	BUY	$562.97 - $670.27 $146,372 - $174,270	260 Added 0.95%	27,528 $18.1 Million
Q1 2024 Apr 15, 2024	BUY	$586.82 - $669.36 $1.92 Million - $2.19 Million	3,266 Added 13.61%	27,268 $17.7 Million
Q4 2023 Jan 30, 2024	BUY	$479.45 - $629.12 $384,518 - $504,554	802 Added 3.46%	24,002 $15 Million
Q3 2023 Nov 13, 2023	BUY	$448.19 - $553.61 $9.82 Million - $12.1 Million	21,906 Added 1692.89%	23,200 $11.9 Million
Q2 2023 Jul 21, 2023	SELL	$406.09 - $459.63 $34,517 - $39,068	-85 Reduced 6.16%	1,294 $592,000
Q1 2023 Apr 25, 2023	BUY	$375.62 - $452.16 $517,979 - $623,528	1,379 New	1,379 $614,000
Q1 2022 Apr 18, 2022	SELL	$424.63 - $631.47 $155,839 - $231,749	-367 Closed	0 $0
Q4 2021 Feb 08, 2022	SELL	$525.35 - $694.66 $3.64 Million - $4.82 Million	-6,933 Reduced 94.97%	367 $202,000
Q3 2021 Nov 03, 2021	BUY	$491.05 - $577.92 $3.58 Million - $4.22 Million	7,300 New	7,300 $4.44 Million
Q4 2020 Feb 10, 2021	SELL	$314.68 - $381.16 $3.01 Million - $3.65 Million	-9,571 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$285.37 - $354.18 $2.73 Million - $3.39 Million	9,571 New	9,571 $3.36 Million
Q2 2020 Aug 10, 2020	SELL	$218.12 - $296.19 $1.7 Million - $2.3 Million	-7,772 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$194.72 - $305.61 $1.51 Million - $2.38 Million	7,772 New	7,772 $2.07 Million
Q3 2019 Nov 06, 2019	SELL	$263.19 - $292.31 $1.45 Million - $1.61 Million	-5,518 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	$236.93 - $269.08 $1.31 Million - $1.48 Million	5,518 New	5,518 $1.55 Million
Q1 2019 Apr 30, 2019	SELL	$188.52 - $261.41 $2.16 Million - $2.99 Million	-11,455 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	$182.75 - $231.32 $804,100 - $1.02 Million	4,400 Added 62.37%	11,455 $2.45 Million
Q3 2018 Nov 02, 2018	BUY	$202.68 - $228.18 $51,075 - $57,501	252 Added 3.7%	7,055 $1.42 Million
Q2 2018 Jul 30, 2018	BUY	$167.68 - $213.52 $1.14 Million - $1.45 Million	6,803 New	6,803 $1.41 Million
Q1 2018 Apr 26, 2018	SELL	$152.75 - $178.59 $2.07 Million - $2.42 Million	-13,573 Closed	0 $0
Q4 2017 Jan 19, 2018	BUY	$141.74 - $161.13 $1.92 Million - $2.19 Million	13,573	13,573 $2.23 Million

Others Institutions Holding INTU

# of Institutions

2,148

Shares Held

225M

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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Intuit Inc Transaction History