Wilkinson Global Asset Management LLC Intuit Inc Transaction History

Wilkinson Global Asset Management LLC

$1.55 Billion
Q1 2025

A detailed history of Wilkinson Global Asset Management LLC transactions in Intuit Inc stock. As of the latest transaction made, Wilkinson Global Asset Management LLC holds 64,235 shares of INTU stock, worth $50.5 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

64,235

Previous 64,501 0.41%

Holding current value

$50.5 Million

Previous $40.5 Million 2.71%

% of portfolio

2.55%

Previous 2.57%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$555.63 - $630.23 $147,797 - $167,641	-266 Reduced 0.41%	64,235 $39.4 Million
Q4 2024 Jan 31, 2025	SELL	$602.01 - $706.25 $95,117 - $111,587	-158 Reduced 0.24%	64,501 $40.5 Million
Q3 2024 Oct 31, 2024	SELL	$602.97 - $670.49 $717,534 - $797,883	-1,190 Reduced 1.81%	64,659 $40.2 Million
Q2 2024 Aug 06, 2024	SELL	$562.97 - $670.27 $1.67 Million - $1.99 Million	-2,965 Reduced 4.31%	65,849 $43.3 Million
Q1 2024 May 10, 2024	SELL	$586.82 - $669.36 $245,290 - $279,792	-418 Reduced 0.6%	68,814 $44.7 Million
Q4 2023 Feb 12, 2024	SELL	$479.45 - $629.12 $732,599 - $961,295	-1,528 Reduced 2.16%	69,232 $43.3 Million
Q3 2023 Nov 14, 2023	BUY	$448.19 - $553.61 $113,840 - $140,616	254 Added 0.36%	70,760 $36.2 Million
Q2 2023 Jul 28, 2023	SELL	$406.09 - $459.63 $93,400 - $105,714	-230 Reduced 0.33%	70,506 $32.3 Million
Q1 2023 May 12, 2023	SELL	$375.62 - $452.16 $102,168 - $122,987	-272 Reduced 0.38%	70,736 $31.5 Million
Q4 2022 Jan 31, 2023	SELL	$356.47 - $432.08 $254,163 - $308,073	-713 Reduced 0.99%	71,008 $27.6 Million
Q3 2022 Oct 19, 2022	BUY	$379.87 - $489.23 $119,659 - $154,107	315 Added 0.44%	71,721 $27.8 Million
Q2 2022 Jul 26, 2022	SELL	$353.31 - $505.65 $1.57 Million - $2.25 Million	-4,457 Reduced 5.88%	71,406 $27.5 Million
Q1 2022 May 09, 2022	SELL	$424.63 - $631.47 $5.79 Million - $8.61 Million	-13,634 Reduced 15.23%	75,863 $36.5 Million
Q4 2021 Feb 14, 2022	SELL	$525.35 - $694.66 $1.67 Million - $2.2 Million	-3,171 Reduced 3.42%	89,497 $57.6 Million
Q3 2021 Nov 15, 2021	SELL	$491.05 - $577.92 $1.2 Million - $1.42 Million	-2,450 Reduced 2.58%	92,668 $50 Million
Q2 2021 Aug 16, 2021	SELL	$392.04 - $491.4 $10.8 Million - $13.5 Million	-27,437 Reduced 22.39%	95,118 $46.6 Million
Q1 2021 Apr 28, 2021	BUY	$361.0 - $422.26 $44.2 Million - $51.8 Million	122,555 New	122,555 $46.9 Million

Others Institutions Holding INTU

# of Institutions

2,345

Shares Held

231M

Call Options Held

3.19M

Put Options Held

4.34M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $222B
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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Wilkinson Global Asset Management LLC Intuit Inc Transaction History