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Intuit shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 54 666.67
2025-06-30 $42k 54 777.78
2024-12-31 $21k 35 600.00
2024-09-30 $18k 29 620.69
2024-06-30 $13k 20 650.00
2024-03-31 $10k 15 666.67
2023-12-31 $10k 16 625.00
2023-09-30 $11k 23 476.19
2023-06-30 $5.8k 15 384.62
2023-03-31 $0 2 0.00
2022-06-30 $6.0k 15 400.00