Wealthspire Advisors, LLC Intuit Inc Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,065 shares of INTU stock, worth $1.55 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,065

Previous 2,277 9.31%

Holding current value

$1.55 Million

Previous $1.43 Million 11.46%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$555.63 - $630.23 $117,793 - $133,608	-212 Reduced 9.31%	2,065 $1.27 Million
Q4 2024 Feb 03, 2025	BUY	$602.01 - $706.25 $61,405 - $72,037	102 Added 4.69%	2,277 $1.43 Million
Q3 2024 Nov 13, 2024	SELL	$602.97 - $670.49 $21,103 - $23,467	-35 Reduced 1.58%	2,175 $1.35 Million
Q2 2024 Aug 08, 2024	SELL	$562.97 - $670.27 $77,689 - $92,497	-138 Reduced 5.88%	2,210 $1.45 Million
Q1 2024 May 06, 2024	SELL	$586.82 - $669.36 $75,112 - $85,678	-128 Reduced 5.17%	2,348 $1.53 Million
Q4 2023 Feb 06, 2024	BUY	$479.45 - $629.12 $37,876 - $49,700	79 Added 3.3%	2,476 $1.55 Million
Q3 2023 Nov 06, 2023	BUY	$448.19 - $553.61 $640,463 - $791,108	1,429 Added 147.62%	2,397 $1.22 Million
Q2 2023 Jul 31, 2023	BUY	$406.09 - $459.63 $17,055 - $19,304	42 Added 4.54%	968 $443,000
Q1 2023 May 09, 2023	BUY	$375.62 - $452.16 $347,824 - $418,700	926 New	926 $412,000
Q3 2022 Nov 14, 2022	SELL	$379.87 - $489.23 $33,048 - $42,563	-87 Reduced 9.39%	840 $325,000
Q2 2022 Aug 09, 2022	BUY	$353.31 - $505.65 $7,419 - $10,618	21 Added 2.32%	927 $357,000
Q1 2022 May 09, 2022	SELL	$424.63 - $631.47 $281,105 - $418,033	-662 Reduced 42.22%	906 $436,000
Q4 2021 Feb 14, 2022	SELL	$525.35 - $694.66 $73,023 - $96,557	-139 Reduced 8.14%	1,568 $1.01 Million
Q3 2021 Nov 15, 2021	BUY	$491.05 - $577.92 $383,019 - $450,777	780 Added 84.14%	1,707 $921,000
Q2 2021 Aug 13, 2021	SELL	$392.04 - $491.4 $1.13 Million - $1.42 Million	-2,885 Reduced 75.68%	927 $454,000
Q1 2021 May 17, 2021	BUY	$361.0 - $422.26 $201,438 - $235,621	558 Added 17.15%	3,812 $1.46 Million
Q4 2020 Feb 16, 2021	BUY	$314.68 - $381.16 $468,243 - $567,166	1,488 Added 84.26%	3,254 $1.24 Million
Q3 2020 Nov 16, 2020	BUY	$285.37 - $354.18 $18,834 - $23,375	66 Added 3.88%	1,766 $576,000
Q2 2020 Aug 14, 2020	SELL	$218.12 - $296.19 $520,434 - $706,709	-2,386 Reduced 58.39%	1,700 $504,000
Q1 2020 May 12, 2020	BUY	$194.72 - $305.61 $636,344 - $998,733	3,268 Added 399.51%	4,086 $940,000
Q4 2019 Feb 14, 2020	BUY	$251.9 - $273.5 $206,054 - $223,723	818 New	818 $214,000
Q1 2019 May 08, 2019	SELL	$188.52 - $261.41 $189,651 - $262,978	-1,006 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$182.75 - $231.32 $183,846 - $232,707	1,006 New	1,006 $198,000

Others Institutions Holding INTU

# of Institutions

2,410

Shares Held

232M

Call Options Held

3.19M

Put Options Held

4.43M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $211B
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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Intuit Inc Transaction History