Intuit shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Intuit
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Quarterly reported holdings in Intuit by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $819k | 1.3k | 621.03 |
| 2024-06-30 | $806k | 1.2k | 657.25 |
| 2024-03-31 | $757k | 1.2k | 650.03 |
| 2023-12-31 | $617k | 987 | 625.06 |
| 2023-09-30 | $344k | 673 | 510.99 |
| 2023-06-30 | $279k | 609 | 458.27 |
| 2023-03-31 | $201k | 451 | 445.91 |
| 2022-12-31 | $156k | 401 | 388.75 |
| 2022-09-30 | $233k | 602 | 387.04 |
| 2022-06-30 | $226k | 586 | 385.67 |
| 2022-03-31 | $98k | 203 | 482.76 |
| 2021-12-31 | $122k | 190 | 642.11 |
| 2021-09-30 | $57k | 106 | 537.74 |
| 2021-06-30 | $91k | 185 | 491.89 |
| 2021-03-31 | $65k | 169 | 384.62 |
| 2020-12-31 | $37k | 97 | 381.44 |