Beaumont Financial Advisors »

Intuit shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Intuit by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $475k 765 621.00
2024-06-30 $730k 1.1k 657.17
2024-03-31 $720k 1.1k 650.00
2023-12-31 $583k 932 625.03
2023-09-30 $463k 907 510.94
2023-06-30 $427k 931 458.19
2023-03-31 $373k 837 445.83
2022-12-31 $324k 833 389.22

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

Top funds holding Intuit

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Fisher Investments
Goldman Sachs Group
Brown Advisory Holdings Incorporated
Invesco
State Farm Mutual Automobile Insurance Company
Northern Trust
Amundi

View all funds holding Intuit