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Intuit shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Intuit

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

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Quarterly reported holdings in Intuit by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $707k 1.1k 621.00
2024-06-30 $895k 1.4k 657.21
2024-03-31 $995k 1.5k 650.00
2023-12-31 $868k 1.4k 625.03

More positions owned by MorganRosel Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Gold Tr Shares Represent (IAUM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for MorganRosel Wealth Management

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