Welch & Forbes LLC Intuit Inc Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

A detailed history of Welch & Forbes LLC transactions in Intuit Inc stock. As of the latest transaction made, Welch & Forbes LLC holds 4,408 shares of INTU stock, worth $2.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,408

Previous 4,553 3.18%

Holding current value

$2.8 Million

Previous $2.99 Million 8.52%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$602.97 - $670.49 $87,430 - $97,221	-145 Reduced 3.18%	4,408 $2.74 Million
Q2 2024 Aug 01, 2024	SELL	$562.97 - $670.27 $14,074 - $16,756	-25 Reduced 0.55%	4,553 $2.99 Million
Q1 2024 May 02, 2024	SELL	$586.82 - $669.36 $17,017 - $19,411	-29 Reduced 0.63%	4,578 $2.98 Million
Q3 2023 Nov 02, 2023	BUY	$448.19 - $553.61 $24,202 - $29,894	54 Added 1.19%	4,607 $2.35 Million
Q2 2023 Jul 28, 2023	SELL	$406.09 - $459.63 $406 - $459	-1 Reduced 0.02%	4,553 $2.09 Million
Q1 2023 Apr 14, 2023	BUY	$375.62 - $452.16 $4,507 - $5,425	12 Added 0.26%	4,554 $2.03 Million
Q3 2022 Oct 28, 2022	BUY	$379.87 - $489.23 $11,016 - $14,187	29 Added 0.64%	4,542 $1.76 Million
Q2 2021 Jul 22, 2021	BUY	$392.04 - $491.4 $257,570 - $322,849	657 Added 17.04%	4,513 $2.21 Million
Q2 2020 Jul 15, 2020	SELL	$218.12 - $296.19 $316,274 - $429,475	-1,450 Reduced 27.33%	3,856 $1.14 Million
Q3 2019 Oct 11, 2019	BUY	$263.19 - $292.31 $109,223 - $121,308	415 Added 8.48%	5,306 $1.41 Million
Q1 2018 Apr 12, 2018	BUY	$152.75 - $178.59 $747,100 - $873,483	4,891 New	4,891 $848,000

Others Institutions Holding INTU

# of Institutions

2,149

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 $179B
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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