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Intuit shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Intuit

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All positions including Intuit held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $467k 719 650.00
2023-12-31 $449k 719 625.03
2023-09-30 $367k 718 510.94
2023-06-30 $329k 718 458.19
2023-03-31 $320k 718 445.83
2022-12-31 $280k 718 389.22
2022-09-30 $299k 718 416.43
2022-06-30 $276k 718 384.40
2022-03-31 $461k 718 642.06
2021-12-31 $461k 718 642.06
2021-09-30 $387k 718 539.00
2021-06-30 $340k 695 489.21
2021-03-31 $266k 695 382.73
2020-12-31 $275k 724 379.83
2020-09-30 $236k 724 325.97
2020-06-30 $214k 724 295.58