A detailed history of Lyell Wealth Management, LP transactions in Intuit Inc stock. As of the latest transaction made, Lyell Wealth Management, LP holds 30,733 shares of INTU stock, worth $18.8 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
30,733
Previous 30,685 0.16%
Holding current value
$18.8 Million
Previous $20.2 Million 5.36%
% of portfolio
1.75%
Previous 1.93%

Shares

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

Oct 23, 2024

BUY
$602.97 - $670.49 $28,942 - $32,183
48 Added 0.16%
30,733 $19.1 Million
Q2 2024

Aug 08, 2024

BUY
$562.97 - $670.27 $723,416 - $861,296
1,285 Added 4.37%
30,685 $20.2 Million
Q1 2024

May 03, 2024

SELL
$586.82 - $669.36 $153,160 - $174,702
-261 Reduced 0.88%
29,400 $19.1 Million
Q4 2023

Feb 02, 2024

SELL
$479.45 - $629.12 $589,244 - $773,188
-1,229 Reduced 3.98%
29,661 $18.5 Million
Q3 2023

Oct 31, 2023

SELL
$448.19 - $553.61 $17,927 - $22,144
-40 Reduced 0.13%
30,890 $15.8 Million
Q2 2023

Aug 04, 2023

BUY
$406.09 - $459.63 $56,040 - $63,428
138 Added 0.45%
30,930 $14.2 Million
Q1 2023

May 03, 2023

SELL
$375.62 - $452.16 $758,376 - $912,911
-2,019 Reduced 6.15%
30,792 $13.7 Million
Q4 2022

Jan 24, 2023

SELL
$356.47 - $432.08 $266,996 - $323,627
-749 Reduced 2.23%
32,811 $0
Q3 2022

Oct 24, 2022

BUY
$379.87 - $489.23 $44,824 - $57,729
118 Added 0.35%
33,560 $13 Million
Q2 2022

Jul 28, 2022

BUY
$353.31 - $505.65 $13,425 - $19,214
38 Added 0.11%
33,442 $12.9 Million
Q1 2022

May 04, 2022

SELL
$424.63 - $631.47 $770,703 - $1.15 Million
-1,815 Reduced 5.15%
33,404 $16.1 Million
Q4 2021

Feb 08, 2022

BUY
$525.35 - $694.66 $173,890 - $229,932
331 Added 0.95%
35,219 $22.7 Million
Q3 2021

Nov 10, 2021

SELL
$491.05 - $577.92 $204,767 - $240,992
-417 Reduced 1.18%
34,888 $18.8 Million
Q2 2021

Aug 09, 2021

BUY
$392.04 - $491.4 $221,894 - $278,132
566 Added 1.63%
35,305 $17.3 Million
Q1 2021

May 07, 2021

BUY
$361.0 - $422.26 $903,944 - $1.06 Million
2,504 Added 7.77%
34,739 $13.3 Million
Q4 2020

Feb 04, 2021

BUY
$314.68 - $381.16 $794,567 - $962,429
2,525 Added 8.5%
32,235 $12.2 Million
Q3 2020

Nov 04, 2020

BUY
$285.37 - $354.18 $364,417 - $452,287
1,277 Added 4.49%
29,710 $9.69 Million
Q2 2020

Jul 30, 2020

BUY
$218.12 - $296.19 $171,878 - $233,397
788 Added 2.85%
28,433 $8.42 Million
Q1 2020

May 11, 2020

BUY
$194.72 - $305.61 $139,808 - $219,427
718 Added 2.67%
27,645 $6.36 Million
Q4 2019

Feb 05, 2020

BUY
$251.9 - $273.5 $413,619 - $449,087
1,642 Added 6.49%
26,927 $7.05 Million
Q3 2019

Nov 06, 2019

BUY
$263.19 - $292.31 $78,957 - $87,693
300 Added 1.2%
25,285 $6.72 Million
Q2 2019

Aug 01, 2019

BUY
$236.93 - $269.08 $419,366 - $476,271
1,770 Added 7.62%
24,985 $6.53 Million
Q1 2019

May 06, 2019

BUY
$188.52 - $261.41 $110,661 - $153,447
587 Added 2.59%
23,215 $6.07 Million
Q4 2018

Feb 11, 2019

SELL
$182.75 - $231.32 $581,693 - $736,291
-3,183 Reduced 12.33%
22,628 $4.45 Million
Q3 2018

Oct 30, 2018

SELL
$202.68 - $228.18 $118,567 - $133,485
-585 Reduced 2.22%
25,811 $5.87 Million
Q2 2018

Jul 30, 2018

BUY
$167.68 - $213.52 $3,353 - $4,270
20 Added 0.08%
26,396 $5.39 Million
Q1 2018

May 07, 2018

SELL
$152.75 - $178.59 $51,171 - $59,827
-335 Reduced 1.25%
26,376 $4.57 Million
Q4 2017

Jan 30, 2018

BUY
$141.74 - $161.13 $70,161 - $79,759
495 Added 1.89%
26,711 $4.21 Million
Q3 2017

Oct 26, 2017

BUY
$134.11 - $146.32 $3.52 Million - $3.84 Million
26,216
26,216 $3.73 Million

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $172B
  • 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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