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Intuit shares owned by JGP Wealth Management

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

Historical chart of JGP Wealth Management investment in Intuit

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

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Quarterly reported holdings in Intuit by JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 16k 681.87
2025-06-30 $12M 16k 787.61
2025-03-31 $9.6M 16k 613.97
2024-12-31 $15M 23k 628.49
2024-09-30 $14M 23k 620.99
2024-06-30 $15M 23k 657.21
2024-03-31 $14M 22k 650.00
2023-12-31 $1.6M 2.5k 625.03