A detailed history of Cyndeo Wealth Partners, LLC transactions in Intuit Inc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,618 shares of INTU stock, worth $4.27 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,618
Previous 5,430 21.88%
Holding current value
$4.27 Million
Previous $3.57 Million 15.16%
% of portfolio
0.29%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$602.97 - $670.49 $716,328 - $796,542
1,188 Added 21.88%
6,618 $4.11 Million
Q2 2024

Jul 30, 2024

BUY
$562.97 - $670.27 $562 - $670
1 Added 0.02%
5,430 $3.57 Million
Q1 2024

Apr 16, 2024

BUY
$586.82 - $669.36 $275,218 - $313,929
469 Added 9.46%
5,429 $3.53 Million
Q4 2023

Jan 12, 2024

BUY
$479.45 - $629.12 $1.08 Million - $1.42 Million
2,253 Added 83.23%
4,960 $3.1 Million
Q3 2023

Oct 10, 2023

SELL
$448.19 - $553.61 $116,529 - $143,938
-260 Reduced 8.76%
2,707 $1.38 Million
Q2 2023

Jul 27, 2023

BUY
$406.09 - $459.63 $1.01 Million - $1.14 Million
2,478 Added 506.75%
2,967 $1.36 Million
Q1 2023

Apr 21, 2023

BUY
$375.62 - $452.16 $183,678 - $221,106
489 New
489 $218,000

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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