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
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Quarterly reported holdings in Intuit by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $865k | 1.3k | 682.91 |
| 2025-06-30 | $1.2M | 1.5k | 787.62 |
| 2025-03-31 | $915k | 1.5k | 613.97 |
| 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 |
More positions owned by Institute For Wealth Management
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