Intuit shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Intuit
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Quarterly reported holdings in Intuit by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 4.8k | 682.90 |
| 2025-06-30 | $3.8M | 4.9k | 787.62 |
| 2025-03-31 | $3.0M | 4.9k | 613.98 |
| 2024-12-31 | $3.2M | 5.0k | 628.49 |
| 2024-09-30 | $3.2M | 5.2k | 620.99 |
| 2024-06-30 | $3.5M | 5.3k | 657.20 |
| 2024-03-31 | $3.4M | 5.3k | 649.99 |
| 2023-12-31 | $3.4M | 5.4k | 625.02 |
| 2023-09-30 | $2.9M | 5.6k | 510.93 |
| 2023-06-30 | $2.6M | 5.6k | 458.18 |
| 2023-03-31 | $2.5M | 5.7k | 445.82 |
| 2022-12-31 | $2.2M | 5.7k | 389.21 |