United Capital Financial Advisers, LLC Intuit Inc Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Intuit Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 47,904 shares of INTU stock, worth $29.3 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

47,904

Previous 49,263 2.76%

Holding current value

$29.3 Million

Previous $32.4 Million 8.12%

% of portfolio

0.15%

Previous 0.28%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$602.97 - $670.49 $819,436 - $911,195	-1,359 Reduced 2.76%	47,904 $29.7 Million
Q2 2024 Aug 14, 2024	SELL	$562.97 - $670.27 $1.61 Million - $1.92 Million	-2,861 Reduced 5.49%	49,263 $32.4 Million
Q1 2024 May 15, 2024	SELL	$586.82 - $669.36 $2.1 Million - $2.39 Million	-3,576 Reduced 6.42%	52,124 $33.9 Million
Q4 2023 Feb 14, 2024	SELL	$479.45 - $629.12 $8.76 Million - $11.5 Million	-18,264 Reduced 24.69%	55,700 $34.8 Million
Q3 2023 Nov 14, 2023	SELL	$448.19 - $553.61 $3.42 Million - $4.22 Million	-7,625 Reduced 9.35%	73,964 $37.8 Million
Q2 2023 Aug 14, 2023	SELL	$406.09 - $459.63 $149,035 - $168,684	-367 Reduced 0.45%	81,589 $37.4 Million
Q1 2023 Aug 14, 2023	SELL	$375.62 - $452.16 $12,019 - $14,469	-32 Reduced 0.04%	81,557 $36.4 Million
Q1 2023 May 15, 2023	BUY	$375.62 - $452.16 $1.75 Million - $2.1 Million	4,653 Added 6.02%	81,956 $36.5 Million
Q4 2022 Feb 14, 2023	BUY	$356.47 - $432.08 $582,471 - $706,018	1,634 Added 2.16%	77,303 $30.1 Million
Q3 2022 Nov 14, 2022	SELL	$379.87 - $489.23 $192,594 - $248,039	-507 Reduced 0.67%	75,669 $29.3 Million
Q2 2022 Aug 11, 2022	BUY	$353.31 - $505.65 $1.15 Million - $1.64 Million	3,247 Added 4.45%	76,176 $29.4 Million
Q1 2022 May 16, 2022	SELL	$424.63 - $631.47 $216,136 - $321,418	-509 Reduced 0.69%	72,929 $35.1 Million
Q4 2021 Feb 14, 2022	SELL	$525.35 - $694.66 $4.56 Million - $6.03 Million	-8,684 Reduced 10.57%	73,438 $47.2 Million
Q3 2021 Nov 15, 2021	SELL	$491.05 - $577.92 $2.75 Million - $3.24 Million	-5,602 Reduced 6.39%	82,122 $44.3 Million
Q2 2021 Aug 13, 2021	SELL	$392.04 - $491.4 $237,576 - $297,788	-606 Reduced 0.69%	87,724 $43 Million
Q1 2021 May 14, 2021	BUY	$361.0 - $422.26 $2.07 Million - $2.42 Million	5,722 Added 6.93%	88,330 $33.8 Million
Q4 2020 Feb 17, 2021	BUY	$314.68 - $381.16 $123,039 - $149,033	391 Added 0.48%	82,608 $31.4 Million
Q3 2020 Nov 13, 2020	BUY	$285.37 - $354.18 $20.8 Million - $25.9 Million	73,026 Added 794.54%	82,217 $26.8 Million
Q2 2020 Aug 13, 2020	BUY	$218.12 - $296.19 $326,525 - $443,396	1,497 Added 19.46%	9,191 $2.72 Million
Q1 2020 May 15, 2020	SELL	$194.72 - $305.61 $347,575 - $545,513	-1,785 Reduced 18.83%	7,694 $1.77 Million
Q4 2019 Feb 14, 2020	SELL	$251.9 - $273.5 $319,409 - $346,798	-1,268 Reduced 11.8%	9,479 $2.48 Million
Q3 2019 Nov 14, 2019	SELL	$263.19 - $292.31 $1.92 Million - $2.13 Million	-7,284 Reduced 40.4%	10,747 $2.86 Million
Q2 2019 Aug 13, 2019	BUY	$236.93 - $269.08 $207,076 - $235,175	874 Added 5.09%	18,031 $4.71 Million
Q1 2019 May 14, 2019	SELL	$188.52 - $261.41 $52,597 - $72,933	-279 Reduced 1.6%	17,157 $4.49 Million
Q4 2018 Feb 14, 2019	SELL	$182.75 - $231.32 $31,067 - $39,324	-170 Reduced 0.97%	17,436 $3.43 Million
Q3 2018 Nov 14, 2018	SELL	$202.68 - $228.18 $118,567 - $133,485	-585 Reduced 3.22%	17,606 $4 Million
Q2 2018 Aug 14, 2018	SELL	$167.68 - $213.52 $262,083 - $333,731	-1,563 Reduced 7.91%	18,191 $3.72 Million
Q1 2018 May 15, 2018	SELL	$152.75 - $178.59 $70,723 - $82,687	-463 Reduced 2.29%	19,754 $3.42 Million
Q4 2017 Feb 13, 2018	SELL	$141.74 - $161.13 $297,370 - $338,050	-2,098 Reduced 9.4%	20,217 $3.21 Million
Q3 2017 Nov 14, 2017	SELL	$134.11 - $146.32 $3 Million - $3.27 Million	-22,335 Reduced 50.02%	22,315 $3.17 Million
Q2 2017 Aug 14, 2017	BUY	N/A	44,650	44,650 $5.93 Million

Others Institutions Holding INTU

# of Institutions

2,158

Shares Held

224M

Call Options Held

2.16M

Put Options Held

2.81M

View Full List

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 & ...

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United Capital Financial Advisers, LLC Intuit Inc Transaction History