Intuit shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Intuit
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Quarterly reported holdings in Intuit by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $601k | 880 | 682.91 |
| 2021-12-31 | $643k | 999 | 643.22 |
| 2021-09-30 | $539k | 999 | 539.51 |
| 2021-06-30 | $499k | 1.0k | 490.17 |
| 2021-03-31 | $390k | 1.0k | 383.06 |
| 2020-12-31 | $425k | 1.1k | 379.85 |
| 2020-09-30 | $384k | 1.2k | 326.21 |
| 2020-06-30 | $379k | 1.3k | 296.19 |
| 2020-03-31 | $294k | 1.3k | 230.00 |
| 2019-12-31 | $335k | 1.3k | 261.93 |