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
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Intuit by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $498k | 729 | 682.92 |
| 2025-06-30 | $584k | 742 | 787.06 |
| 2025-03-31 | $445k | 724 | 614.64 |
| 2024-12-31 | $456k | 731 | 623.43 |
| 2024-09-30 | $437k | 718 | 608.64 |
| 2024-06-30 | $475k | 722 | 657.21 |
| 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 |