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Intuit shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $86k 137 628.50
2024-09-30 $84k 135 621.00
2024-03-31 $85k 131 650.00
2023-12-31 $82k 131 625.03

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Intuit

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