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

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Quarterly reported holdings in Intuit by Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
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