Intuit shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Intuit by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 5.2k | 620.99 |
| 2024-06-30 | $3.4M | 5.2k | 657.34 |
| 2024-03-31 | $3.3M | 5.0k | 650.00 |
| 2023-12-31 | $3.1M | 5.0k | 625.03 |
| 2023-09-30 | $2.9M | 5.8k | 510.94 |