David Katz - Matrix Asset Advisors Inc
Holding/activity history for Intuit Inc. (INTU)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 3,693 | 0.15 | Add 720.67% | 0.13 | $432.38 | $1,596,779 | SEC |
| 2025 Q4 | 450 | 0.03 | Reduce 0.22% | <0.01 | $662.42 | $298,089 | SEC |
| 2025 Q3 | 451 | 0.03 | Add 0.22% | <0.01 | $682.91 | $307,992 | SEC |
| 2025 Q2 | 450 | 0.04 | $787.63 | $354,434 | SEC | ||
| 2025 Q1 | 450 | 0.03 | Reduce 35.71% | 0.02 | $613.99 | $276,296 | SEC |
| 2024 Q4 | 700 | 0.05 | Add 55.56% | 0.02 | $628.50 | $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 | $445.83 | $200,624 | SEC |