Institute For Wealth Management »

Intuit shares owned by Institute For Wealth Management

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

Historical chart of Institute For Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Intuit by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $938k 1.5k 628.68
2024-09-30 $841k 1.4k 621.05
2024-06-30 $705k 1.1k 657.31
2024-03-31 $694k 1.1k 650.23
2023-12-31 $681k 1.1k 625.03
2023-09-30 $567k 1.1k 510.94
2023-06-30 $513k 1.1k 458.19
2023-03-31 $515k 1.2k 445.83
2022-12-31 $442k 1.1k 389.11
2022-09-30 $440k 1.1k 386.98
2022-06-30 $438k 1.1k 385.56
2022-03-31 $546k 1.1k 480.63
2021-12-31 $731k 1.1k 643.49
2021-09-30 $613k 1.1k 539.61
2021-06-30 $557k 1.1k 490.32
2021-03-31 $435k 1.1k 382.92
2020-12-31 $405k 1.1k 379.93
2020-09-30 $348k 1.1k 326.45
2020-06-30 $313k 1.1k 296.40
2020-03-31 $241k 1.0k 230.18
2019-12-31 $276k 276 1000.00
2019-09-30 $278k 1.0k 265.52
2019-06-30 $323k 1.2k 261.12
2019-03-31 $328k 1.3k 261.56
2017-12-31 $207k 1.3k 158.50