Intuit shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Intuit
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Quarterly reported holdings in Intuit by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277k | 406 | 682.91 |
| 2025-06-30 | $320k | 406 | 787.63 |
| 2025-03-31 | $254k | 413 | 613.99 |
| 2024-12-31 | $258k | 410 | 628.50 |
| 2024-09-30 | $257k | 413 | 621.00 |
| 2024-06-30 | $271k | 413 | 657.21 |
| 2024-03-31 | $269k | 413 | 650.00 |
| 2023-12-31 | $261k | 418 | 625.03 |
| 2023-09-30 | $218k | 427 | 510.94 |
| 2020-09-30 | $94k | 288 | 326.39 |
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