Intuit shares owned by Lifeworks Advisors
Historical chart of Lifeworks Advisors investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $411k | 602 | 682.79 |
| 2025-03-31 | $307k | 501 | 613.51 |
| 2024-12-31 | $202k | 321 | 627.98 |
| 2022-12-31 | $229k | 588 | 389.22 |
| 2022-09-30 | $251k | 588 | 426.87 |
| 2022-06-30 | $954k | 2.5k | 385.30 |
| 2022-03-31 | $1.0M | 2.1k | 480.92 |
| 2021-12-31 | $618k | 961 | 643.08 |