Intuit shares owned by Forum Financial Management
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Intuit
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Quarterly reported holdings in Intuit by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 1.9k | 682.91 |
| 2025-06-30 | $1.2M | 1.5k | 787.63 |
| 2025-03-31 | $961k | 1.6k | 613.99 |
| 2024-12-31 | $911k | 1.5k | 628.50 |
| 2024-09-30 | $695k | 1.1k | 621.00 |
| 2024-06-30 | $730k | 1.1k | 657.21 |
| 2024-03-31 | $725k | 1.1k | 650.00 |
| 2023-12-31 | $693k | 1.1k | 625.03 |
| 2023-09-30 | $566k | 1.1k | 510.94 |
| 2023-06-30 | $499k | 1.1k | 458.19 |
| 2023-03-31 | $475k | 1.1k | 445.83 |
| 2022-12-31 | $412k | 1.1k | 389.22 |
| 2022-09-30 | $553k | 1.4k | 386.98 |
| 2022-06-30 | $611k | 1.6k | 385.49 |
| 2022-03-31 | $448k | 932 | 480.69 |
| 2021-12-31 | $679k | 1.1k | 643.60 |
More positions owned by Forum Financial Management
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