Intuit shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Intuit
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Quarterly reported holdings in Intuit by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.5k | 682.91 |
| 2025-06-30 | $3.0M | 3.8k | 787.63 |
| 2025-03-31 | $2.1M | 3.5k | 613.99 |
| 2024-12-31 | $1.6M | 2.6k | 628.50 |
| 2024-09-30 | $1.4M | 2.3k | 621.00 |
| 2024-06-30 | $662k | 1.0k | 657.21 |
| 2023-09-30 | $338k | 662 | 510.94 |
| 2022-03-31 | $292k | 607 | 481.05 |
| 2021-12-31 | $445k | 692 | 643.06 |
| 2021-09-30 | $365k | 677 | 539.14 |
| 2021-06-30 | $758k | 1.5k | 489.98 |
| 2021-03-31 | $712k | 1.9k | 382.80 |
| 2020-12-31 | $704k | 1.9k | 379.72 |