A detailed history of Pathstone Family Office, LLC transactions in Intuit Inc stock. As of the latest transaction made, Pathstone Family Office, LLC holds 15,583 shares of INTU stock, worth $10.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,583
Previous 8,924 74.62%
Holding current value
$10.1 Million
Previous $4.09 Million 94.74%
% of portfolio
0.05%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$448.19 - $553.61 $2.98 Million - $3.69 Million
6,659 Added 74.62%
15,583 $7.96 Million
Q2 2023

Jan 12, 2024

SELL
$406.09 - $459.63 $2.69 Million - $3.05 Million
-6,626 Reduced 42.52%
8,957 $4.1 Million
Q2 2023

Aug 14, 2023

BUY
$406.09 - $459.63 $178,273 - $201,777
439 Added 5.17%
8,924 $4.09 Million
Q1 2023

May 15, 2023

SELL
$375.62 - $452.16 $1.94 Million - $2.33 Million
-5,153 Reduced 37.78%
8,485 $3.78 Million
Q4 2022

Oct 23, 2023

BUY
$356.47 - $432.08 $1.82 Million - $2.2 Million
5,096 Added 59.66%
13,638 $5.31 Million
Q4 2022

Feb 13, 2023

BUY
$356.47 - $432.08 $184,651 - $223,817
518 Added 3.95%
13,638 $5.31 Million
Q3 2022

Oct 23, 2023

BUY
$379.87 - $489.23 $384,048 - $494,611
1,011 Added 13.42%
8,542 $3.31 Million
Q3 2022

Nov 14, 2022

BUY
$379.87 - $489.23 $421,655 - $543,045
1,110 Added 9.24%
13,120 $5.6 Million
Q2 2022

Oct 23, 2023

SELL
$353.31 - $505.65 $492,160 - $704,370
-1,393 Reduced 15.61%
7,531 $2.9 Million
Q2 2022

Aug 15, 2022

BUY
$353.31 - $505.65 $2.6 Million - $3.72 Million
7,352 Added 157.84%
12,010 $4.63 Million
Q1 2022

May 16, 2022

SELL
$424.63 - $631.47 $223,355 - $332,153
-526 Reduced 10.15%
4,658 $2.88 Million
Q4 2021

Feb 14, 2022

BUY
$525.35 - $694.66 $1.38 Million - $1.82 Million
2,618 Added 102.03%
5,184 $3.34 Million
Q3 2021

Nov 16, 2021

BUY
$491.05 - $577.92 $4,910 - $5,779
10 Added 0.39%
2,566 $1.38 Million
Q2 2021

Aug 31, 2021

BUY
$392.04 - $491.4 $101,146 - $126,781
258 Added 11.23%
2,556 $1.25 Million
Q1 2021

May 14, 2021

BUY
$361.0 - $422.26 $755,573 - $883,790
2,093 Added 1020.98%
2,298 $880,000
Q4 2020

Feb 16, 2021

BUY
$314.68 - $381.16 $64,509 - $78,137
205 New
205 $78,000
Q2 2018

Aug 10, 2018

SELL
$167.68 - $213.52 $1,509 - $1,921
-9 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$141.74 - $161.13 $1,275 - $1,450
9 New
9 $1,000
Q3 2017

Nov 14, 2017

SELL
$134.11 - $146.32 $1,206 - $1,316
-9 Closed
0 $0
Q2 2017

Aug 16, 2017

BUY
N/A
9
9 $1,000

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
Track This Portfolio

Track Pathstone Family Office, LLC Portfolio

Follow Pathstone Family Office, 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 Pathstone Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Family Office, LLC with notifications on news.