Intuit shares owned by JFS Wealth Advisors
Historical chart of JFS Wealth Advisors investment in Intuit
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All positions including Intuit held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $552k | 889 | 621.35 |
| 2024-06-30 | $583k | 887 | 657.49 |
| 2024-03-31 | $1.0M | 1.6k | 650.10 |
| 2023-12-31 | $978k | 1.6k | 625.07 |
| 2023-09-30 | $791k | 1.5k | 510.93 |
| 2023-06-30 | $709k | 1.5k | 458.13 |
| 2023-03-31 | $690k | 1.5k | 445.73 |
| 2022-12-31 | $604k | 1.6k | 389.34 |
| 2022-09-30 | $600k | 1.5k | 387.35 |
| 2022-06-30 | $597k | 1.5k | 385.41 |
| 2022-03-31 | $737k | 1.5k | 481.07 |
| 2021-12-31 | $969k | 1.5k | 643.00 |
| 2021-09-30 | $756k | 1.4k | 539.61 |
| 2021-06-30 | $682k | 1.4k | 490.29 |
| 2021-03-31 | $533k | 1.4k | 383.18 |
| 2020-12-31 | $518k | 1.4k | 380.04 |
| 2020-09-30 | $429k | 1.3k | 326.24 |
| 2020-06-30 | $389k | 1.3k | 295.82 |
| 2020-03-31 | $302k | 1.3k | 229.66 |
| 2019-12-31 | $344k | 1.3k | 261.60 |
| 2019-09-30 | $350k | 1.3k | 266.16 |
| 2019-06-30 | $344k | 1.3k | 261.60 |
| 2019-03-31 | $344k | 1.3k | 261.60 |
| 2018-12-31 | $259k | 1.3k | 196.96 |
| 2018-09-30 | $299k | 1.3k | 227.38 |
| 2018-06-30 | $269k | 1.3k | 204.56 |
| 2018-03-31 | $233k | 1.3k | 173.49 |
| 2017-12-31 | $212k | 1.3k | 157.86 |
| 2017-09-30 | $187k | 1.3k | 142.21 |
| 2017-06-30 | $175k | 1.3k | 133.08 |
| 2017-03-31 | $151k | 1.3k | 114.83 |
| 2016-12-31 | $151k | 1.3k | 114.83 |
| 2016-09-30 | $145k | 1.3k | 110.27 |
| 2016-06-30 | $147k | 1.3k | 111.79 |
| 2016-03-31 | $139k | 1.3k | 103.96 |
| 2015-12-31 | $127k | 1.3k | 96.58 |
| 2015-09-30 | $117k | 1.3k | 88.97 |
| 2015-06-30 | $133k | 1.3k | 101.14 |
| 2015-03-31 | $128k | 1.3k | 97.34 |
| 2014-12-31 | $121k | 1.3k | 92.02 |
| 2014-09-30 | $115k | 1.3k | 87.45 |
| 2014-06-30 | $106k | 1.3k | 80.61 |