Intuit shares owned by Synergy Financial Group
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in Intuit
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Quarterly reported holdings in Intuit by Synergy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 448 | 682.91 |
| 2025-06-30 | $367k | 466 | 787.63 |
| 2025-03-31 | $289k | 470 | 613.99 |
| 2024-12-31 | $298k | 474 | 628.50 |
| 2024-09-30 | $317k | 511 | 621.00 |
| 2024-06-30 | $333k | 506 | 657.21 |
| 2024-03-31 | $328k | 505 | 650.00 |
| 2023-12-31 | $313k | 501 | 625.03 |
| 2023-09-30 | $253k | 495 | 510.94 |
| 2023-06-30 | $227k | 495 | 458.19 |
| 2023-03-31 | $221k | 495 | 445.83 |
| 2022-12-31 | $217k | 558 | 389.22 |
| 2022-09-30 | $231k | 596 | 387.58 |
| 2022-06-30 | $230k | 596 | 385.91 |
| 2022-03-31 | $307k | 638 | 481.19 |
| 2021-12-31 | $408k | 635 | 642.52 |