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Intuit shares owned by Wealth Management Partners

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

Historical chart of Wealth Management Partners investment in Intuit

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

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Quarterly reported holdings in Intuit by Wealth Management Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $363k 531 682.91
2025-06-30 $424k 541 783.61
2025-03-31 $333k 542 613.99
2024-12-31 $355k 565 628.50
2024-09-30 $396k 638 621.00
2024-06-30 $419k 637 657.21
2024-03-31 $395k 608 650.00
2023-12-31 $378k 605 625.03
2023-09-30 $282k 551 510.94
2023-06-30 $229k 499 458.19
2022-03-31 $203k 1.0k 203.00
2021-12-31 $271k 1.0k 271.00