Williams Jones Wealth Management, Llc. Intuit Inc Transaction History

Williams Jones Wealth Management, Llc.

$7.73 Billion
Q1 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Intuit Inc stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 316,811 shares of INTU stock, worth $206 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares

316,811

Previous 303,296 4.46%

Holding current value

$206 Million

Previous $190 Million 8.63%

% of portfolio

2.66%

Previous 2.7%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$586.82 - $669.36 $7.93 Million - $9.05 Million	13,515 Added 4.46%	316,811 $206 Million
Q4 2023 Feb 14, 2024	BUY	$479.45 - $629.12 $3.79 Million - $4.98 Million	7,915 Added 2.68%	303,296 $190 Million
Q3 2023 Nov 14, 2023	BUY	$448.19 - $553.61 $5.6 Million - $6.91 Million	12,487 Added 4.41%	295,381 $151 Million
Q2 2023 Aug 14, 2023	BUY	$406.09 - $459.63 $10.1 Million - $11.4 Million	24,906 Added 9.65%	282,894 $130 Million
Q1 2023 May 15, 2023	BUY	$375.62 - $452.16 $5.97 Million - $7.19 Million	15,892 Added 6.56%	257,988 $115 Million

Q4 2022 Feb 14, 2023	SELL	$356.47 - $432.08 $2.38 Million - $2.89 Million	-6,689 Reduced 2.69%	242,096 $94.2 Million
Q3 2022 Nov 14, 2022	BUY	$379.87 - $489.23 $563,347 - $725,528	1,483 Added 0.6%	248,785 $96.4 Million
Q2 2022 Aug 15, 2022	SELL	$353.31 - $505.65 $207,746 - $297,322	-588 Reduced 0.24%	247,302 $95.3 Million
Q1 2022 May 16, 2022	SELL	$424.63 - $631.47 $4.63 Million - $6.89 Million	-10,905 Reduced 4.21%	247,890 $119 Million
Q4 2021 Feb 14, 2022	BUY	$525.35 - $694.66 $44,654 - $59,046	85 Added 0.03%	258,795 $166 Million
Q3 2021 Nov 15, 2021	SELL	$491.05 - $577.92 $960,002 - $1.13 Million	-1,955 Reduced 0.75%	258,710 $140 Million
Q2 2021 Aug 16, 2021	BUY	$392.04 - $491.4 $2.6 Million - $3.26 Million	6,631 Added 2.61%	260,665 $128 Million
Q1 2021 May 17, 2021	BUY	$361.0 - $422.26 $5.18 Million - $6.06 Million	14,345 Added 5.98%	254,034 $97.3 Million
Q4 2020 Feb 16, 2021	BUY	$314.68 - $381.16 $6.38 Million - $7.73 Million	20,277 Added 9.24%	239,689 $91 Million
Q3 2020 Nov 13, 2020	BUY	$285.37 - $354.18 $10.3 Million - $12.8 Million	36,229 Added 19.78%	219,412 $71.6 Million
Q2 2020 Aug 14, 2020	BUY	$218.12 - $296.19 $13 Million - $17.7 Million	59,627 Added 48.26%	183,183 $54.3 Million
Q1 2020 May 15, 2020	BUY	$194.72 - $305.61 $89,960 - $141,191	462 Added 0.38%	123,556 $28.4 Million
Q4 2019 Feb 14, 2020	BUY	$251.9 - $273.5 $515,891 - $560,128	2,048 Added 1.69%	123,094 $32.2 Million
Q3 2019 Nov 14, 2019	BUY	$263.19 - $292.31 $31.9 Million - $35.4 Million	121,046 New	121,046 $32.2 Million

Others Institutions Holding INTU

# of Institutions

2,088

Shares Held

223M

Call Options Held

1.82M

Put Options Held

2.33M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $183B
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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Williams Jones Wealth Management, Llc. Intuit Inc Transaction History