A detailed history of Wealthspire Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,175 shares of INTU stock, worth $1.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,175
Previous 2,210 1.58%
Holding current value
$1.4 Million
Previous $1.45 Million 7.02%
% of portfolio
0.01%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 & ...
More about INTU
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