Intuit shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Intuit
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Quarterly reported holdings in Intuit by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $626k | 916 | 682.91 |
| 2025-06-30 | $771k | 979 | 787.63 |
| 2025-03-31 | $601k | 979 | 613.99 |
| 2024-12-31 | $629k | 1.0k | 628.50 |
| 2024-09-30 | $622k | 1.0k | 621.00 |
| 2024-06-30 | $658k | 1.0k | 657.21 |
| 2024-03-31 | $701k | 1.1k | 650.00 |
| 2023-09-30 | $551k | 1.1k | 510.94 |
| 2023-06-30 | $485k | 1.1k | 458.19 |
| 2023-03-31 | $527k | 1.2k | 445.83 |
| 2022-12-31 | $648k | 1.7k | 389.22 |
| 2022-09-30 | $491k | 1.3k | 387.53 |
| 2022-06-30 | $358k | 930 | 384.95 |
| 2022-03-31 | $447k | 930 | 480.65 |
| 2021-12-31 | $599k | 931 | 643.39 |
| 2021-09-30 | $522k | 968 | 539.26 |
| 2021-06-30 | $474k | 968 | 489.67 |
| 2021-03-31 | $516k | 1.3k | 383.07 |
| 2020-12-31 | $525k | 1.4k | 380.16 |
| 2020-09-30 | $460k | 1.4k | 326.01 |
| 2020-06-30 | $418k | 1.4k | 296.03 |
| 2020-03-31 | $358k | 1.5k | 230.77 |
| 2019-12-31 | $645k | 2.5k | 262.10 |
| 2019-09-30 | $529k | 2.0k | 261.54 |
| 2019-06-30 | $483k | 1.9k | 257.14 |
| 2019-03-31 | $492k | 1.9k | 261.56 |
| 2018-12-31 | $271k | 1.4k | 196.54 |
| 2018-09-30 | $305k | 1.3k | 227.27 |
| 2018-06-30 | $264k | 1.3k | 204.18 |
| 2018-03-31 | $240k | 1.4k | 171.43 |
| 2017-12-31 | $230k | 1.4k | 161.54 |
| 2017-09-30 | $207k | 1.5k | 138.46 |
| 2017-06-30 | $196k | 1.5k | 130.77 |
| 2017-03-31 | $167k | 1.4k | 120.00 |
| 2016-12-31 | $162k | 1.4k | 114.93 |
| 2016-09-30 | $181k | 1.5k | 120.00 |
| 2016-06-30 | $173k | 1.4k | 120.00 |
| 2016-03-31 | $192k | 1.8k | 104.25 |
| 2015-12-31 | $153k | 1.6k | 96.35 |
| 2015-09-30 | $131k | 1.5k | 89.24 |
| 2015-06-30 | $148k | 1.5k | 100.82 |
| 2015-03-31 | $143k | 1.5k | 97.41 |
| 2014-12-31 | $139k | 1.5k | 92.30 |
| 2014-09-30 | $35k | 400 | 87.50 |
| 2014-06-30 | $32k | 400 | 80.00 |
| 2014-03-31 | $47k | 600 | 78.33 |
| 2013-12-31 | $46k | 600 | 76.67 |
| 2013-09-30 | $40k | 600 | 66.67 |
| 2013-06-30 | $37k | 600 | 61.67 |
| 2013-03-31 | $39k | 600 | 65.00 |
| 2012-09-30 | $81k | 1.5k | 53.57 |
| 2012-03-31 | $87k | 1.6k | 53.57 |
| 2011-12-31 | $10k | 194 | 53.57 |
| 2011-09-30 | $13k | 239 | 53.57 |
| 2011-06-30 | $47k | 869 | 53.57 |
| 2011-03-31 | $6.9k | 134 | 51.28 |
| 2010-12-31 | $7.2k | 134 | 53.57 |
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