Intuit shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Intuit
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All positions including Intuit held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $270k | 435 | 621.00 |
| 2024-06-30 | $286k | 435 | 657.21 |
| 2024-03-31 | $295k | 454 | 650.00 |
| 2023-12-31 | $284k | 454 | 625.03 |
| 2023-09-30 | $232k | 454 | 510.94 |
| 2023-06-30 | $208k | 454 | 458.19 |
| 2023-03-31 | $202k | 454 | 445.83 |