Intuit shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Intuit by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $568k | 832 | 683.11 |
| 2025-06-30 | $696k | 884 | 787.66 |
| 2025-03-31 | $466k | 759 | 613.84 |
| 2024-12-31 | $472k | 750 | 628.91 |
| 2024-06-30 | $373k | 567 | 657.21 |
| 2024-03-31 | $222k | 341 | 650.00 |