A detailed history of Western Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Western Wealth Management, LLC holds 534 shares of INTU stock, worth $344,953. This represents 0.02% of its overall portfolio holdings.

Number of Shares
534
Previous 519 2.89%
Holding current value
$344,953
Previous $408,000 10.78%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$646.03 - $807.39 $9,690 - $12,110
15 Added 2.89%
534 $364,000
Q2 2025

Aug 08, 2025

BUY
$544.07 - $787.63 $37,540 - $54,346
69 Added 15.33%
519 $408,000
Q1 2025

Apr 23, 2025

SELL
$555.63 - $630.23 $159,465 - $180,876
-287 Reduced 38.94%
450 $276,000
Q4 2024

Apr 15, 2025

BUY
$602.01 - $706.25 $443,681 - $520,506
737 New
737 $463,000
Q3 2024

Nov 12, 2024

BUY
$602.97 - $670.49 $48,237 - $53,639
80 Added 14.31%
639 $396,000
Q2 2024

Jul 19, 2024

BUY
$562.97 - $670.27 $5,629 - $6,702
10 Added 1.82%
559 $367,000
Q1 2024

May 02, 2024

BUY
$586.82 - $669.36 $586 - $669
1 Added 0.18%
549 $356,000
Q4 2023

Jan 31, 2024

BUY
$479.45 - $629.12 $74,314 - $97,513
155 Added 39.44%
548 $342,000
Q3 2023

Nov 07, 2023

BUY
$448.19 - $553.61 $176,138 - $217,568
393 New
393 $200,000
Q3 2022

Nov 04, 2022

BUY
$379.87 - $489.23 $243,876 - $314,085
642 New
642 $247,000

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 Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.