Wespac Advisors, LLC Intuit Inc Transaction History

Wespac Advisors, LLC

$124 Million
Q2 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$586.82 - $669.36 $812,158 - $926,394	1,384 New	1,384 $899,000
Q2 2022 Aug 01, 2022	SELL	$353.31 - $505.65 $495,693 - $709,426	-1,403 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$424.63 - $631.47 $162,208 - $241,221	-382 Reduced 21.4%	1,403 $675,000
Q4 2021 Jan 28, 2022	SELL	$525.35 - $694.66 $274,232 - $362,612	-522 Reduced 22.63%	1,785 $1.15 Million
Q3 2021 Oct 14, 2021	BUY	$491.05 - $577.92 $1.13 Million - $1.33 Million	2,307 New	2,307 $1.25 Million
Q2 2021 Aug 03, 2021	SELL	$392.04 - $491.4 $313,632 - $393,120	-800 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$361.0 - $422.26 $55,955 - $65,450	-155 Reduced 16.23%	800 $306,000
Q4 2020 Feb 02, 2021	BUY	$314.68 - $381.16 $629 - $762	2 Added 0.21%	955 $363,000
Q2 2020 Jul 22, 2020	BUY	$218.12 - $296.19 $207,868 - $282,269	953 New	953 $282,000
Q1 2020 Apr 22, 2020	SELL	$194.72 - $305.61 $155,386 - $243,876	-798 Closed	0 $0
Q3 2019 Oct 29, 2019	SELL	$263.19 - $292.31 $520,063 - $577,604	-1,976 Reduced 71.23%	798 $212,000
Q2 2019 Jul 23, 2019	SELL	$236.93 - $269.08 $52,361 - $59,466	-221 Reduced 7.38%	2,774 $725,000
Q1 2019 Apr 19, 2019	BUY	$188.52 - $261.41 $338,393 - $469,230	1,795 Added 149.58%	2,995 $719,000
Q4 2018 Jan 31, 2019	SELL	$182.75 - $231.32 $860,752 - $1.09 Million	-4,710 Reduced 79.7%	1,200 $236,000
Q3 2018 Nov 02, 2018	BUY	$202.68 - $228.18 $505,889 - $569,537	2,496 Added 73.11%	5,910 $1.34 Million
Q2 2018 Aug 08, 2018	BUY	$167.68 - $213.52 $371,243 - $472,733	2,214 Added 184.5%	3,414 $697,000
Q1 2018 May 08, 2018	BUY	$152.75 - $178.59 $183,300 - $214,308	1,200 New	1,200 $208,000

Others Institutions Holding INTU

# of Institutions

2,130

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

Vanguard Group Inc Valley Forge, PA

26.5M
Shares

$16.1 Billion
0.34% of portfolio
Black Rock Inc. New York, NY

24.4M
Shares

$14.8 Billion
0.37% of portfolio
State Street Corp Boston, MA

12.1M
Shares

$7.35 Billion
0.35% of portfolio
Jpmorgan Chase & CO New York, NY

9.9M
Shares

$6.01 Billion
0.57% of portfolio
Price T Rowe Associates Inc Baltimore, MD

8.59M
Shares

$5.21 Billion
0.68% of portfolio

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $171B
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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