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Intuit shares owned by Summit Financial

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Intuit

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All positions including Intuit held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 401 650.00
2023-12-31 $251k 401 625.03
2023-09-30 $205k 401 510.94
2021-12-31 $294k 457 643.33
2021-09-30 $247k 457 540.48
2021-06-30 $224k 457 490.15