Intuit shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Intuit
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Quarterly reported holdings in Intuit by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $696k | 1.0k | 683.10 |
| 2025-06-30 | $719k | 913 | 787.87 |
| 2025-03-31 | $535k | 871 | 614.03 |
| 2024-12-31 | $514k | 817 | 628.66 |
| 2024-09-30 | $530k | 854 | 620.99 |
| 2024-06-30 | $674k | 1.0k | 657.25 |
| 2024-03-31 | $717k | 1.1k | 650.03 |
| 2023-09-30 | $901k | 1.8k | 510.83 |
| 2023-06-30 | $810k | 1.8k | 458.10 |
| 2023-03-31 | $931k | 2.1k | 445.94 |
| 2022-12-31 | $4.5M | 12k | 389.22 |
| 2022-09-30 | $8.8M | 23k | 387.33 |
| 2022-06-30 | $8.7M | 23k | 385.42 |
| 2022-03-31 | $10M | 21k | 480.81 |
| 2021-12-31 | $14M | 21k | 643.20 |
| 2021-09-30 | $15M | 29k | 539.53 |
| 2021-06-30 | $11M | 22k | 490.17 |
| 2021-03-31 | $8.5M | 22k | 383.05 |
| 2020-12-31 | $7.7M | 20k | 379.84 |
| 2020-09-30 | $5.9M | 18k | 326.21 |
| 2020-06-30 | $5.2M | 18k | 296.19 |
| 2020-03-31 | $3.7M | 16k | 229.97 |
| 2019-12-31 | $3.8M | 15k | 261.92 |
| 2019-09-30 | $3.8M | 14k | 265.94 |
| 2019-06-30 | $4.1M | 16k | 261.32 |
| 2019-03-31 | $4.2M | 16k | 261.41 |
| 2018-12-31 | $3.2M | 16k | 196.87 |
| 2018-09-30 | $3.7M | 16k | 227.43 |
| 2018-06-30 | $3.8M | 18k | 204.31 |
| 2018-03-31 | $3.4M | 19k | 173.35 |
| 2017-12-31 | $3.2M | 20k | 157.79 |
| 2017-09-30 | $3.0M | 21k | 142.15 |
| 2017-06-30 | $2.7M | 21k | 132.80 |
| 2017-03-31 | $2.4M | 20k | 118.95 |
| 2016-12-31 | $2.4M | 21k | 114.62 |
| 2016-09-30 | $2.2M | 20k | 108.73 |
| 2016-06-30 | $2.2M | 20k | 111.62 |
| 2016-03-31 | $2.0M | 19k | 104.01 |
| 2015-12-31 | $1.9M | 20k | 94.02 |
| 2015-09-30 | $1.7M | 19k | 88.76 |
| 2015-06-30 | $1.9M | 18k | 107.25 |
| 2015-03-31 | $1.9M | 19k | 97.40 |
| 2014-12-31 | $1.7M | 20k | 87.97 |
| 2014-09-30 | $1.7M | 20k | 87.66 |
| 2014-06-30 | $1.6M | 20k | 81.08 |
| 2014-03-31 | $1.4M | 19k | 74.29 |
| 2013-12-31 | $1.4M | 19k | 75.59 |
| 2013-09-30 | $1.5M | 21k | 71.77 |
| 2013-06-30 | $1.3M | 20k | 64.97 |
| 2013-03-31 | $635k | 11k | 59.64 |