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Intuit shares owned by Aurum Wealth Management Group

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

Historical chart of Aurum Wealth Management Group investment in Intuit

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

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Quarterly reported holdings in Intuit by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 1.7k 625.03
2023-09-30 $851k 1.7k 510.94
2023-06-30 $281k 613 458.19
2023-03-31 $677k 1.5k 445.83
2022-12-31 $220k 566 389.22
2021-12-31 $354k 551 642.47
2021-09-30 $310k 575 539.13
2021-06-30 $248k 505 491.09

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Intuit

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Bank of America Corporation
Bank of New York Mellon
Legal & General Group
Royal Bank of Canada
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View all funds holding Intuit