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Intuit shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of Intuit (INTU) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 Wealth Management investment in Intuit

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All positions including Intuit held by 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $421k 648 650.00
2023-12-31 $406k 650 625.03
2023-09-30 $258k 504 510.94

More positions owned by 9258 Wealth Management

NVIDIA Corp Stock (NVDA)
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)
iShares Russell Top 200 Growth ETF Etf (IWY)
Procter & Gamble Stock (PG)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
iShares Core Dividend Growth ETF Etf (DGRO)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares Russell Top 200 Value ETF Etf (IWX)
iShares Core US Aggregate Bond ETF Etf (AGG)
iShares Core Total USD Bond Market ETF Etf (IUSB)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard Mega Cap Value ETF Etf (MGV)
Oracle Corp Stock (ORCL)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)

View all positions for 9258 Wealth Management

Top funds holding Intuit

Vanguard Group
BlackRock
Jpmorgan Chase & Co
T. Rowe Price Associates
FMR
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
Wellington Management Company
Fisher Investments
Brown Advisory Holdings Incorporated
Edgewood Management
State Farm Mutual Automobile Insurance Company
Northern Trust
Bank of America Corporation

View all funds holding Intuit