A detailed history of Kingswood Wealth Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,240 shares of INTU stock, worth $3.38 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,240
Previous 5,179 1.18%
Holding current value
$3.38 Million
Previous $3.4 Billion 4.42%
% of portfolio
0.23%
Previous 0.31%

Shares

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

Oct 21, 2024

BUY
$602.97 - $670.49 $36,781 - $40,899
61 Added 1.18%
5,240 $3.25 Billion
Q2 2024

Jul 09, 2024

BUY
$562.97 - $670.27 $79,378 - $94,508
141 Added 2.8%
5,179 $3.4 Billion
Q4 2023

Jan 16, 2024

SELL
$479.45 - $629.12 $349,519 - $458,628
-729 Reduced 12.64%
5,038 $3.15 Billion
Q3 2023

Oct 23, 2023

BUY
$448.19 - $553.61 $2.58 Million - $3.19 Million
5,767 New
5,767 $2.95 Billion

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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.