Intuit shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Roberts 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 Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 5.6k | 682.91 |
| 2025-06-30 | $4.5M | 5.7k | 787.63 |
| 2025-03-31 | $3.5M | 5.7k | 613.99 |
| 2024-12-31 | $3.5M | 5.7k | 621.45 |
| 2024-09-30 | $3.5M | 5.7k | 613.37 |
| 2024-06-30 | $3.7M | 5.7k | 650.42 |
| 2024-03-31 | $3.5M | 5.6k | 612.12 |
| 2023-09-30 | $3.0M | 5.6k | 540.90 |
| 2023-06-30 | $2.6M | 5.6k | 458.19 |
| 2023-03-31 | $2.4M | 5.5k | 439.81 |
| 2022-12-31 | $2.1M | 5.4k | 391.18 |
| 2022-09-30 | $2.2M | 5.3k | 411.33 |
| 2022-06-30 | $2.1M | 5.2k | 406.79 |
| 2022-03-31 | $2.4M | 5.0k | 483.94 |
| 2021-12-31 | $3.1M | 4.9k | 631.48 |
| 2021-09-30 | $2.7M | 4.9k | 539.57 |