A detailed history of Waldron Private Wealth LLC transactions in Intuit Inc stock. As of the latest transaction made, Waldron Private Wealth LLC holds 1,894 shares of INTU stock, worth $1.22 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,894
Previous 1,883 0.58%
Holding current value
$1.22 Million
Previous $1.24 Million 4.93%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 21, 2024

BUY
$602.97 - $670.49 $6,632 - $7,375
11 Added 0.58%
1,894 $1.18 Million
Q2 2024

Jul 31, 2024

SELL
$562.97 - $670.27 $21,392 - $25,470
-38 Reduced 1.98%
1,883 $1.24 Million
Q1 2024

May 09, 2024

BUY
$586.82 - $669.36 $54,574 - $62,250
93 Added 5.09%
1,921 $1.25 Million
Q4 2023

Aug 29, 2024

SELL
$479.45 - $629.12 $56,095 - $73,607
-117 Reduced 6.02%
1,828 $1.14 Million
Q4 2023

Jan 30, 2024

SELL
$479.45 - $629.12 $56,095 - $73,607
-117 Reduced 6.02%
1,828 $1.14 Million
Q3 2023

Aug 29, 2024

BUY
$448.19 - $553.61 $23,754 - $29,341
53 Added 2.8%
1,945 $993,000
Q3 2023

Oct 26, 2023

BUY
$448.19 - $553.61 $23,754 - $29,341
53 Added 2.8%
1,945 $993,000
Q2 2023

Aug 29, 2024

SELL
$406.09 - $459.63 $39,796 - $45,043
-98 Reduced 4.92%
1,892 $866,000
Q2 2023

Aug 07, 2023

SELL
$406.09 - $459.63 $39,796 - $45,043
-98 Reduced 4.92%
1,892 $866,000
Q1 2023

Aug 29, 2024

BUY
$375.62 - $452.16 $40,191 - $48,381
107 Added 5.68%
1,990 $887,000
Q1 2023

May 02, 2023

SELL
$375.62 - $452.16 $64,982 - $78,223
-173 Reduced 8.0%
1,990 $887,000
Q3 2022

Nov 14, 2022

BUY
$379.87 - $489.23 $161,824 - $208,411
426 Added 24.53%
2,163 $837,000
Q2 2022

Aug 03, 2022

BUY
$353.31 - $505.65 $41,337 - $59,161
117 Added 7.22%
1,737 $669,000
Q1 2022

May 04, 2022

BUY
$424.63 - $631.47 $16,560 - $24,627
39 Added 2.47%
1,620 $778,000
Q4 2021

Feb 02, 2022

BUY
$525.35 - $694.66 $19,437 - $25,702
37 Added 2.4%
1,581 $1.02 Million
Q3 2021

Nov 02, 2021

BUY
$491.05 - $577.92 $464,533 - $546,712
946 Added 158.19%
1,544 $833,000
Q2 2021

Aug 06, 2021

BUY
$392.04 - $491.4 $234,439 - $293,857
598 New
598 $293,000
Q4 2020

Feb 12, 2021

SELL
$314.68 - $381.16 $195,416 - $236,700
-621 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$285.37 - $354.18 $177,214 - $219,945
621 New
621 $202,000

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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