Intuit shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum Wealth Management investment in Intuit
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Quarterly reported holdings in Intuit by Concentrum Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $269k | 433 | 621.00 |
| 2024-06-30 | $280k | 426 | 657.21 |
| 2024-03-31 | $281k | 432 | 650.00 |
| 2023-12-31 | $258k | 413 | 625.03 |
| 2023-09-30 | $233k | 455 | 510.94 |
| 2023-06-30 | $227k | 495 | 458.19 |
| 2023-03-31 | $269k | 604 | 445.83 |
| 2022-12-31 | $259k | 665 | 389.22 |
| 2022-09-30 | $258k | 665 | 387.97 |
| 2022-06-30 | $256k | 665 | 384.96 |
| 2022-03-31 | $320k | 665 | 481.20 |
| 2021-12-31 | $428k | 665 | 643.61 |
| 2021-09-30 | $359k | 665 | 539.85 |
| 2021-06-30 | $326k | 665 | 490.23 |
| 2021-03-31 | $255k | 665 | 383.46 |
| 2020-12-31 | $253k | 665 | 380.45 |
| 2020-09-30 | $217k | 665 | 326.32 |
| 2020-06-30 | $227k | 765 | 296.73 |
| 2019-12-31 | $212k | 811 | 261.41 |
| 2019-09-30 | $216k | 811 | 266.34 |
| 2019-06-30 | $238k | 911 | 261.25 |
| 2019-03-31 | $238k | 911 | 261.25 |
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