EXENCIAL WEALTH ADVISORS, LLC – Intuit Inc. Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
$8.82M
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
+0.49%
quarter
Intuit Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.33% | 300 shares | 159K | $387.32 | 22.78K |
| Q2 2022 | share | Increase | +5.89% | 1.25K shares | -1.54M | $385.44 | 22.48K |
| Q1 2022 | share | Increase | +0.56% | 119 shares | -3.37M | $480.84 | 21.23K |
| Q4 2021 | share | Decrease | -26.05% | -7.44K shares | -1.82M | $643.36 | 21.11K |
| Q3 2021 | share | Increase | +29.96% | 6.58K shares | 4.63M | $538.83 | 28.55K |
| Q2 2021 | share | Decrease | -1.16% | -257 shares | 2.25M | $488.98 | 21.97K |
| Q1 2021 | share | Increase | +9.18% | 1.87K shares | 782K | $381.59 | 22.23K |
| Q4 2020 | share | Increase | +11.82% | 2.15K shares | 1.79M | $377.8 | 20.36K |
| Q3 2020 | share | Increase | +3.36% | 592 shares | 722K | $323.88 | 18.20K |
| Q2 2020 | share | Increase | +9.52% | 1.53K shares | 1.51M | $293.57 | 17.61K |
| Q1 2020 | share | Increase | +10.69% | 1.55K shares | -107K | $227.48 | 16.08K |
| Q4 2019 | share | Increase | +2.80% | 396 shares | 47K | $258.57 | 14.53K |
| Q3 2019 | share | Decrease | -9.33% | -1.45K shares | -315K | $262 | 14.13K |
| Q2 2019 | share | Decrease | -2.10% | -335 shares | -89K | $257.01 | 15.59K |
| Q1 2019 | share | Decrease | -2.78% | -456 shares | 938K | $256.62 | 15.92K |
| Q4 2018 | share | Increase | +0.47% | 77 shares | -483K | $192.8 | 16.38K |
| Q3 2018 | share | Decrease | -11.55% | -2.12K shares | -58K | $222.25 | 16.30K |
| Q2 2018 | share | Decrease | -5.18% | -1.00K shares | 396K | $199.31 | 18.43K |
| Q1 2018 | share | Decrease | -3.87% | -783 shares | 179K | $168.72 | 19.44K |
| Q4 2017 | share | Decrease | -4.11% | -867 shares | 193K | $153.2 | 20.22K |
| Q3 2017 | share | Increase | +2.89% | 593 shares | 276K | $137.64 | 21.09K |
| Q2 2017 | share | Increase | +0.25% | 51 shares | 290K | $128.27 | 20.49K |
| Q1 2017 | share | Decrease | -4.04% | -860 shares | -10K | $111.71 | 20.44K |
| Q4 2016 | share | Increase | +7.30% | 1.44K shares | 283K | $110.06 | 21.30K |
| Q3 2016 | share | Decrease | -0.38% | -76 shares | -66K | $105.31 | 19.85K |
| Q2 2016 | share | Increase | +5.51% | 1.04K shares | 260K | $106.56 | 19.93K |
| Q1 2016 | share | Decrease | -4.91% | -976 shares | 97K | $99.02 | 18.89K |