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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

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

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Quarterly 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