A detailed history of Bourgeon Capital Management LLC transactions in Intuit Inc stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 666 shares of INTU stock, worth $430,222. This represents 0.08% of its overall portfolio holdings.

Number of Shares
666
Previous 726 8.26%
Holding current value
$430,222
Previous $571,000 20.49%
% of portfolio
0.08%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

SELL
$646.03 - $807.39 $38,761 - $48,443
-60 Reduced 8.26%
666 $454,000
Q2 2025

Jul 18, 2025

SELL
$544.07 - $787.63 $294,885 - $426,895
-542 Reduced 42.74%
726 $571,000
Q1 2025

Apr 09, 2025

BUY
$555.63 - $630.23 $67,786 - $76,888
122 Added 10.65%
1,268 $778,000
Q4 2024

Jan 17, 2025

BUY
$602.01 - $706.25 $689,903 - $809,362
1,146 New
1,146 $720,000
Q4 2022

Jan 20, 2023

SELL
$356.47 - $432.08 $4,277 - $5,184
-12 Reduced 26.09%
34 $0
Q3 2022

Oct 27, 2022

BUY
$379.87 - $489.23 $4,558 - $5,870
12 Added 35.29%
46 $18,000
Q4 2021

Jan 31, 2022

SELL
$525.35 - $694.66 $5,253 - $6,946
-10 Reduced 22.73%
34 $22,000
Q3 2019

Nov 04, 2019

BUY
$263.19 - $292.31 $11,580 - $12,861
44 New
44 $12,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $182B
  • 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
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