Yhb Investment Advisors, Inc. Intuit Inc Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Intuit Inc stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 20,392 shares of INTU stock, worth $13.3 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

20,392

Previous 21,162 3.64%

Holding current value

$13.3 Million

Previous $13.9 Million 8.95%

% of portfolio

1.07%

Previous 1.22%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$602.97 - $670.49 $464,286 - $516,277	-770 Reduced 3.64%	20,392 $12.7 Million
Q2 2024 Aug 01, 2024	SELL	$562.97 - $670.27 $205,484 - $244,648	-365 Reduced 1.7%	21,162 $13.9 Million
Q1 2024 Aug 14, 2024	BUY	$586.82 - $669.36 $214,189 - $244,316	365 Added 1.72%	21,527 $14 Million
Q1 2024 Apr 26, 2024	SELL	$586.82 - $669.36 $95,651 - $109,105	-163 Reduced 0.75%	21,527 $14 Million
Q4 2023 Jan 29, 2024	SELL	$479.45 - $629.12 $1.94 Million - $2.55 Million	-4,051 Reduced 15.74%	21,690 $13.6 Million
Q3 2023 Oct 23, 2023	SELL	$448.19 - $553.61 $198,996 - $245,802	-444 Reduced 1.7%	25,741 $13.2 Million
Q2 2023 Aug 10, 2023	BUY	$406.09 - $459.63 $121,014 - $136,969	298 Added 1.15%	26,185 $12 Million
Q1 2023 May 08, 2023	BUY	$375.62 - $452.16 $40,191 - $48,381	107 Added 0.42%	25,887 $11.5 Million
Q4 2022 Jan 12, 2023	SELL	$356.47 - $432.08 $46,697 - $56,602	-131 Reduced 0.51%	25,780 $0
Q3 2022 Nov 03, 2022	SELL	$379.87 - $489.23 $85,090 - $109,587	-224 Reduced 0.86%	25,911 $10 Million
Q2 2022 Jul 14, 2022	SELL	$353.31 - $505.65 $111,292 - $159,279	-315 Reduced 1.19%	26,135 $10.1 Million
Q1 2022 Apr 14, 2022	SELL	$424.63 - $631.47 $669,216 - $995,196	-1,576 Reduced 5.62%	26,450 $12.7 Million
Q4 2021 Jan 18, 2022	SELL	$525.35 - $694.66 $43,604 - $57,656	-83 Reduced 0.3%	28,026 $18 Million
Q3 2021 Oct 28, 2021	SELL	$491.05 - $577.92 $46,158 - $54,324	-94 Reduced 0.33%	28,109 $15.2 Million
Q2 2021 Jul 15, 2021	SELL	$392.04 - $491.4 $171,713 - $215,233	-438 Reduced 1.53%	28,203 $13.8 Million
Q1 2021 Apr 22, 2021	BUY	$361.0 - $422.26 $10,830 - $12,667	30 Added 0.1%	28,641 $11.9 Million
Q4 2020 Jan 21, 2021	BUY	$314.68 - $381.16 $51,607 - $62,510	164 Added 0.58%	28,611 $10.9 Million
Q3 2020 Nov 02, 2020	SELL	$285.37 - $354.18 $941,150 - $1.17 Million	-3,298 Reduced 10.39%	28,447 $9.28 Million
Q2 2020 Jul 20, 2020	BUY	$218.12 - $296.19 $47,113 - $63,977	216 Added 0.69%	31,745 $9.4 Million
Q1 2020 Apr 16, 2020	BUY	$194.72 - $305.61 $19,277 - $30,255	99 Added 0.31%	31,529 $7.25 Million
Q4 2019 Jan 27, 2020	BUY	$251.9 - $273.5 $72,547 - $78,768	288 Added 0.92%	31,430 $8.23 Million
Q3 2019 Oct 15, 2019	BUY	$263.19 - $292.31 $185,812 - $206,370	706 Added 2.32%	31,142 $8.28 Million
Q2 2019 Jul 15, 2019	SELL	$236.93 - $269.08 $406,571 - $461,741	-1,716 Reduced 5.34%	30,436 $7.95 Million
Q1 2019 Apr 29, 2019	SELL	$188.52 - $261.41 $116,505 - $161,551	-618 Reduced 1.89%	32,152 $8.41 Million
Q4 2018 Jan 11, 2019	BUY	$182.75 - $231.32 $727,527 - $920,884	3,981 Added 13.83%	32,770 $6.45 Million
Q3 2018 Oct 29, 2018	SELL	$202.68 - $228.18 $198,829 - $223,844	-981 Reduced 3.3%	28,789 $6.55 Million
Q2 2018 Jul 09, 2018	SELL	$167.68 - $213.52 $59,526 - $75,799	-355 Reduced 1.18%	29,770 $6.08 Million
Q1 2018 Apr 16, 2018	SELL	$152.75 - $178.59 $60,336 - $70,543	-395 Reduced 1.29%	30,125 $5.22 Million
Q4 2017 Jan 16, 2018	BUY	$141.74 - $161.13 $64,491 - $73,314	455 Added 1.51%	30,520 $4.82 Million
Q3 2017 Nov 06, 2017	BUY	$134.11 - $146.32 $4.03 Million - $4.4 Million	30,065	30,065 $4.27 Million

Others Institutions Holding INTU

# of Institutions

2,148

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 $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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Yhb Investment Advisors, Inc. Intuit Inc Transaction History