Wealthsource Partners, LLC Intuit Inc Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Intuit Inc stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,054 shares of INTU stock, worth $2.62 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,054

Previous 4,074 0.49%

Holding current value

$2.62 Million

Previous $2.08 Million 21.72%

% of portfolio

0.17%

Previous 0.14%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$479.45 - $629.12 $9,589 - $12,582	-20 Reduced 0.49%	4,054 $2.53 Million
Q3 2023 Nov 09, 2023	SELL	$448.19 - $553.61 $18,375 - $22,698	-41 Reduced 1.0%	4,074 $2.08 Million
Q2 2023 Aug 14, 2023	SELL	$406.09 - $459.63 $19,492 - $22,062	-48 Reduced 1.15%	4,115 $1.89 Million
Q1 2023 May 15, 2023	SELL	$375.62 - $452.16 $12,395 - $14,921	-33 Reduced 0.79%	4,163 $1.86 Million
Q4 2022 Feb 09, 2023	SELL	$356.47 - $432.08 $17,467 - $21,171	-49 Reduced 1.15%	4,196 $1.63 Million
Q3 2022 Nov 14, 2022	BUY	$379.87 - $489.23 $18,993 - $24,461	50 Added 1.19%	4,245 $1.64 Million
Q2 2022 Aug 10, 2022	SELL	$353.31 - $505.65 $706 - $1,011	-2 Reduced 0.05%	4,195 $1.62 Million
Q1 2022 May 09, 2022	SELL	$424.63 - $631.47 $3,397 - $5,051	-8 Reduced 0.19%	4,197 $2.02 Million
Q4 2021 Feb 14, 2022	SELL	$525.35 - $694.66 $78,802 - $104,199	-150 Reduced 3.44%	4,205 $2.71 Million
Q3 2021 Nov 18, 2021	SELL	$491.05 - $577.92 $44,194 - $52,012	-90 Reduced 2.02%	4,355 $2.35 Million
Q2 2021 Nov 18, 2021	BUY	$392.04 - $491.4 $186,219 - $233,415	475 Added 11.96%	4,445 $2.18 Million
Q1 2021 Jun 21, 2021	SELL	$361.0 - $422.26 $26,714 - $31,247	-74 Reduced 1.83%	3,970 $1.52 Million
Q4 2020 Feb 12, 2021	BUY	$314.68 - $381.16 $23,286 - $28,205	74 Added 1.86%	4,044 $1.54 Million
Q3 2020 Nov 16, 2020	SELL	$285.37 - $354.18 $14,839 - $18,417	-52 Reduced 1.29%	3,970 $1.3 Million
Q2 2020 Aug 17, 2020	SELL	$218.12 - $296.19 $10,033 - $13,624	-46 Reduced 1.13%	4,022 $1.19 Million
Q1 2020 May 12, 2020	BUY	$194.72 - $305.61 $29,597 - $46,452	152 Added 3.88%	4,068 $936,000
Q4 2019 Feb 12, 2020	SELL	$251.9 - $273.5 $16,373 - $17,777	-65 Reduced 1.63%	3,916 $1.03 Million
Q3 2019 Nov 15, 2019	BUY	$263.19 - $292.31 $2,105 - $2,338	8 Added 0.2%	3,981 $1.06 Million
Q2 2019 Aug 09, 2019	BUY	$236.93 - $269.08 $17,058 - $19,373	72 Added 1.85%	3,973 $1.04 Million
Q1 2019 May 16, 2019	SELL	$188.52 - $261.41 $53,162 - $73,717	-282 Reduced 6.74%	3,901 $1.02 Million
Q4 2018 Feb 06, 2019	SELL	$182.75 - $231.32 $65,972 - $83,506	-361 Reduced 7.94%	4,183 $823,000
Q3 2018 Nov 13, 2018	BUY	$202.68 - $228.18 $99,313 - $111,808	490 Added 12.09%	4,544 $1.03 Million
Q2 2018 Aug 14, 2018	BUY	$167.68 - $213.52 $75,791 - $96,511	452 Added 12.55%	4,054 $828,000
Q1 2018 Apr 16, 2018	BUY	$152.75 - $178.59 $305 - $357	2 Added 0.06%	3,602 $624,000
Q2 2017 Aug 16, 2017	BUY	N/A	3,600	3,600 $478,000

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 $182B
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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Wealthsource Partners, LLC Intuit Inc Transaction History