Intuit shares owned by Wealth Management Associates
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Intuit by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390k | 571 | 682.91 |
| 2025-06-30 | $450k | 571 | 787.63 |
| 2025-03-31 | $345k | 562 | 613.99 |
| 2024-12-31 | $356k | 567 | 628.50 |
| 2024-09-30 | $352k | 567 | 621.00 |
| 2024-06-30 | $373k | 567 | 657.21 |
| 2024-03-31 | $373k | 567 | 657.21 |
| 2023-12-31 | $409k | 655 | 625.03 |
| 2023-09-30 | $402k | 786 | 510.94 |
| 2023-06-30 | $330k | 720 | 458.19 |
| 2023-03-31 | $346k | 776 | 445.83 |
| 2022-12-31 | $322k | 826 | 389.22 |
| 2022-09-30 | $465k | 1.2k | 387.32 |
| 2022-06-30 | $443k | 1.2k | 385.44 |
| 2022-03-31 | $553k | 1.2k | 480.84 |
| 2021-12-31 | $740k | 1.2k | 643.22 |
| 2021-09-30 | $620k | 1.2k | 539.51 |
| 2021-06-30 | $564k | 1.2k | 490.17 |
| 2021-03-31 | $441k | 1.2k | 383.06 |
| 2020-12-31 | $437k | 1.2k | 379.85 |
| 2020-09-30 | $336k | 1.0k | 326.21 |
| 2020-06-30 | $237k | 799 | 296.19 |
| 2019-12-31 | $209k | 799 | 261.93 |
More positions owned by Wealth Management Associates
View all positions for Wealth Management Associates