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Intuit shares owned by SVA Plumb Wealth Management

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

Historical chart of SVA Plumb Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Intuit by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $598k 1.6k 379.68
2020-09-30 $235k 720 326.39

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
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Visa Com Cl A (V)
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Johnson & Johnson (JNJ)
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JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

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