A detailed history of Wetherby Asset Management Inc transactions in Intuit Inc stock. As of the latest transaction made, Wetherby Asset Management Inc holds 10,097 shares of INTU stock, worth $6.63 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
10,097
Previous 10,161 0.63%
Holding current value
$6.63 Million
Previous $6.35 Million 3.35%
% of portfolio
0.32%
Previous 0.34%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$586.82 - $669.36 $37,556 - $42,839
-64 Reduced 0.63%
10,097 $6.56 Million
Q4 2023

Feb 14, 2024

SELL
$479.45 - $629.12 $12,465 - $16,357
-26 Reduced 0.26%
10,161 $6.35 Million
Q3 2023

Nov 14, 2023

BUY
$448.19 - $553.61 $28,235 - $34,877
63 Added 0.62%
10,187 $5.2 Million
Q2 2023

Aug 14, 2023

BUY
$406.09 - $459.63 $93,806 - $106,174
231 Added 2.33%
10,124 $4.64 Million
Q1 2023

May 12, 2023

BUY
$375.62 - $452.16 $751 - $904
2 Added 0.02%
9,893 $4.41 Million
Q4 2022

Feb 14, 2023

SELL
$356.47 - $432.08 $69,155 - $83,823
-194 Reduced 1.92%
9,891 $3.85 Million
Q3 2022

Nov 14, 2022

BUY
$379.87 - $489.23 $266,288 - $342,950
701 Added 7.47%
10,085 $3.91 Million
Q2 2022

Aug 15, 2022

BUY
$353.31 - $505.65 $228,238 - $326,649
646 Added 7.39%
9,384 $3.62 Million
Q1 2022

May 16, 2022

SELL
$424.63 - $631.47 $154,565 - $229,855
-364 Reduced 4.0%
8,738 $4.2 Million
Q4 2021

Feb 14, 2022

SELL
$525.35 - $694.66 $122,931 - $162,550
-234 Reduced 2.51%
9,102 $5.85 Million
Q3 2021

Nov 15, 2021

SELL
$491.05 - $577.92 $36,828 - $43,344
-75 Reduced 0.8%
9,336 $5.04 Million
Q2 2021

Aug 16, 2021

BUY
$392.04 - $491.4 $184,258 - $230,958
470 Added 5.26%
9,411 $4.61 Million
Q1 2021

May 14, 2021

SELL
$361.0 - $422.26 $135,736 - $158,769
-376 Reduced 4.04%
8,941 $3.43 Million
Q4 2020

Feb 11, 2021

SELL
$314.68 - $381.16 $168,039 - $203,539
-534 Reduced 5.42%
9,317 $3.54 Million
Q3 2020

Dec 16, 2020

SELL
$285.37 - $354.18 $97,596 - $121,129
-342 Reduced 3.36%
9,851 $3.21 Million
Q3 2020

Nov 13, 2020

BUY
$285.37 - $354.18 $125,562 - $155,839
440 Added 4.51%
10,193 $3.33 Million
Q2 2020

Aug 14, 2020

SELL
$218.12 - $296.19 $173,841 - $236,063
-797 Reduced 7.55%
9,753 $2.89 Million
Q1 2020

May 06, 2020

BUY
$194.72 - $305.61 $132,020 - $207,203
678 Added 6.87%
10,550 $2.43 Million
Q4 2019

Jan 28, 2020

SELL
$251.9 - $273.5 $139,552 - $151,519
-554 Reduced 5.31%
9,872 $2.59 Million
Q3 2019

Oct 31, 2019

BUY
$263.19 - $292.31 $222,658 - $247,294
846 Added 8.83%
10,426 $2.77 Million
Q2 2019

Jul 25, 2019

BUY
$236.93 - $269.08 $227,689 - $258,585
961 Added 11.15%
9,580 $2.5 Million
Q1 2019

May 09, 2019

SELL
$188.52 - $261.41 $41,662 - $57,771
-221 Reduced 2.5%
8,619 $2.25 Million
Q4 2018

Jan 30, 2019

BUY
$182.75 - $231.32 $79,130 - $100,161
433 Added 5.15%
8,840 $1.74 Million
Q3 2018

Nov 07, 2018

SELL
$202.68 - $228.18 $8,715 - $9,811
-43 Reduced 0.51%
8,407 $1.91 Million
Q2 2018

Jul 24, 2018

BUY
$167.68 - $213.52 $60,029 - $76,440
358 Added 4.42%
8,450 $1.73 Million
Q1 2018

May 04, 2018

BUY
$152.75 - $178.59 $108,605 - $126,977
711 Added 9.63%
8,092 $1.4 Million
Q4 2017

Feb 09, 2018

BUY
$141.74 - $161.13 $35,435 - $40,282
250 Added 3.51%
7,381 $1.17 Million
Q3 2017

Nov 13, 2017

BUY
$134.11 - $146.32 $956,338 - $1.04 Million
7,131
7,131 $1.01 Million

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $185B
  • 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

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.