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Intuit shares owned by Concentrum Wealth Management

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

Historical chart of Concentrum Wealth Management investment in Intuit

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

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Quarterly reported holdings in Intuit by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $281k 432 650.00
2023-12-31 $258k 413 625.03
2023-09-30 $233k 455 510.94
2023-06-30 $227k 495 458.19
2023-03-31 $269k 604 445.83
2022-12-31 $259k 665 389.22
2022-09-30 $258k 665 387.97
2022-06-30 $256k 665 384.96
2022-03-31 $320k 665 481.20
2021-12-31 $428k 665 643.61
2021-09-30 $359k 665 539.85
2021-06-30 $326k 665 490.23
2021-03-31 $255k 665 383.46
2020-12-31 $253k 665 380.45
2020-09-30 $217k 665 326.32
2020-06-30 $227k 765 296.73
2019-12-31 $212k 811 261.41
2019-09-30 $216k 811 266.34
2019-06-30 $238k 911 261.25
2019-03-31 $238k 911 261.25