Wambolt & Associates, LLC Intuit Inc Transaction History

Wambolt & Associates, LLC

$342 Million
Q2 2024

A detailed history of Wambolt & Associates, LLC transactions in Intuit Inc stock. As of the latest transaction made, Wambolt & Associates, LLC holds 9,375 shares of INTU stock, worth $5.8 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

9,375

Previous 8,967 4.55%

Holding current value

$5.8 Million

Previous $5.83 Million 5.71%

% of portfolio

1.8%

Previous 1.75%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$562.97 - $670.27 $229,691 - $273,470	408 Added 4.55%	9,375 $6.16 Million
Q1 2024 Apr 30, 2024	BUY	$586.82 - $669.36 $454,198 - $518,084	774 Added 9.45%	8,967 $5.83 Million
Q4 2023 Feb 07, 2024	BUY	$479.45 - $629.12 $271,368 - $356,081	566 Added 7.42%	8,193 $5.12 Million
Q3 2023 Nov 06, 2023	BUY	$448.19 - $553.61 $828,703 - $1.02 Million	1,849 Added 32.0%	7,627 $3.9 Million
Q2 2023 Aug 02, 2023	SELL	$406.09 - $459.63 $10,152 - $11,490	-25 Reduced 0.43%	5,778 $2.65 Million
Q1 2023 May 05, 2023	BUY	$375.62 - $452.16 $751 - $904	2 Added 0.03%	5,803 $2.59 Million
Q4 2022 Jan 31, 2023	SELL	$356.47 - $432.08 $20,318 - $24,628	-57 Reduced 0.97%	5,801 $2.26 Million
Q3 2022 Oct 18, 2022	SELL	$379.87 - $489.23 $38,366 - $49,412	-101 Reduced 1.69%	5,858 $2.27 Million
Q2 2022 Aug 01, 2022	SELL	$353.31 - $505.65 $25,438 - $36,406	-72 Reduced 1.19%	5,959 $2.3 Million
Q1 2022 May 10, 2022	BUY	$424.63 - $631.47 $16,985 - $25,258	40 Added 0.67%	6,031 $2.92 Million
Q4 2021 Feb 08, 2022	BUY	$525.35 - $694.66 $126,084 - $166,718	240 Added 4.17%	5,991 $3.85 Million
Q3 2021 Oct 20, 2021	BUY	$491.05 - $577.92 $378,108 - $444,998	770 Added 15.46%	5,751 $3.13 Million
Q2 2021 Aug 13, 2021	BUY	$392.04 - $491.4 $271,683 - $340,540	693 Added 16.16%	4,981 $2.45 Million
Q1 2021 Apr 19, 2021	BUY	$361.0 - $422.26 $119,491 - $139,768	331 Added 8.36%	4,288 $1.7 Million
Q4 2020 Jan 19, 2021	BUY	$314.68 - $381.16 $278,177 - $336,945	884 Added 28.77%	3,957 $1.5 Million
Q3 2020 Nov 04, 2020	BUY	$285.37 - $354.18 $168,939 - $209,674	592 Added 23.86%	3,073 $1 Million
Q2 2020 Jul 23, 2020	BUY	$218.12 - $296.19 $184,093 - $249,984	844 Added 51.56%	2,481 $735,000
Q1 2020 May 11, 2020	BUY	$194.72 - $305.61 $6,036 - $9,473	31 Added 1.93%	1,637 $377,000
Q4 2019 Feb 10, 2020	SELL	$251.9 - $273.5 $7,305 - $7,931	-29 Reduced 1.77%	1,606 $421,000
Q2 2019 Jul 26, 2019	SELL	$236.93 - $269.08 $1,658 - $1,883	-7 Reduced 0.43%	1,635 $427,000
Q1 2019 Apr 11, 2019	SELL	$188.52 - $261.41 $4,147 - $5,751	-22 Reduced 1.32%	1,642 $425,000
Q4 2018 Jan 29, 2019	BUY	$182.75 - $231.32 $304,096 - $384,916	1,664 New	1,664 $328,000

Others Institutions Holding INTU

# of Institutions

2,114

Shares Held

229M

Call Options Held

2.09M

Put Options Held

2.98M

View Full List

About INTUIT INC

Ticker INTU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 281,870,016
Market Cap $174B
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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Wambolt & Associates, LLC Intuit Inc Transaction History