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Intuit shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 40 682.90
2025-06-30 $32k 40 787.63
2025-03-31 $25k 40 614.00
2024-12-31 $25k 40 628.50

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