David Katz - Matrix Asset Advisors
Holding/activity history for Intuit Inc. (INTU)
← All INTU superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 3,693 | 0.15 | Add 720.67% | 0.13 | $349.00–661.99 · VW $458.06i | $1,596,779 | SEC |
| 2025 Q4 | 450 | 0.03 | Reduce 0.22% | <0.01 | $619.82–689.17 · VW $655.96i | $298,089 | SEC |
| 2025 Q3 | 451 | 0.03 | Add 0.22% | <0.01 | $640.26–813.70 · VW $713.07i | $307,992 | SEC |
| 2025 Q2 | 450 | 0.04 | $787.63 | $354,434 | SEC | ||
| 2025 Q1 | 450 | 0.03 | Reduce 35.71% | 0.02 | $553.24–638.99 · VW $603.14i | $276,296 | SEC |
| 2024 Q4 | 700 | 0.05 | Add 55.56% | 0.02 | $599.65–714.78 · VW $638.62i | $439,950 | SEC |
| 2024 Q3 | 450 | 0.03 | $621.00 | $279,450 | SEC | ||
| 2024 Q2 | 450 | 0.04 | $657.78 | $296,000 | SEC | ||
| 2024 Q1 | 450 | 0.03 | $650.00 | $292,500 | SEC | ||
| 2023 Q4 | 450 | 0.04 | $625.03 | $281,264 | SEC | ||
| 2023 Q3 | 450 | 0.03 | $510.94 | $229,923 | SEC | ||
| 2023 Q2 | 450 | 0.03 | $458.19 | $206,186 | SEC | ||
| 2023 Q1 | 450 | 0.03 | Buy | 0.03 | $370.62–457.94 · VW $418.77i | $200,624 | SEC |
Price snapshot:
Current price$289.76
Avg. buy price$442.01
+/- since buy-34.45%
52-week low$251.72
52-week high$804.66