Intuit shares owned by GoalVest Advisory
Historical chart of GoalVest Advisory investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Intuit by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.3k | 10 | 432.40 |
| 2025-12-31 | $6.6k | 10 | 662.40 |
| 2025-09-30 | $6.8k | 10 | 682.90 |
| 2025-03-31 | $1.8k | 3 | 614.00 |
| 2023-09-30 | $511 | 1 | 511.00 |
| 2022-12-31 | $2.7k | 7 | 389.29 |
| 2022-09-30 | $8.0k | 21 | 380.95 |
| 2022-06-30 | $345k | 863 | 399.77 |
| 2022-03-31 | $212k | 441 | 480.73 |