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Intuit shares owned by Clear Perspective Advisors

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Clear Perspective Advisors from 13F filings

Historical chart of Clear Perspective Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Clear Perspective Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $515k 801 642.95
2021-09-30 $592k 1.1k 539.16
2021-06-30 $570k 1.2k 490.11
2021-03-31 $318k 831 382.67
2020-12-31 $316k 831 380.26
2020-09-30 $364k 845 430.77
2020-06-30 $342k 1.2k 296.36

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Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

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