Intuit shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Intuit
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $728k | 1.1k | 650.00 |
2023-12-31 | $706k | 1.1k | 625.03 |
2023-09-30 | $577k | 1.1k | 510.94 |
2023-06-30 | $609k | 1.3k | 458.19 |
2023-03-31 | $638k | 1.4k | 445.83 |
2022-12-31 | $557k | 1.4k | 389.22 |
2022-09-30 | $554k | 1.4k | 387.41 |
2022-06-30 | $551k | 1.4k | 385.31 |
2022-03-31 | $688k | 1.4k | 481.12 |
2021-12-31 | $920k | 1.4k | 643.36 |
2021-09-30 | $809k | 1.5k | 539.33 |
2021-06-30 | $735k | 1.5k | 490.00 |
2021-03-31 | $575k | 1.5k | 383.33 |
2020-12-31 | $646k | 1.7k | 380.00 |
2020-09-30 | $555k | 1.7k | 326.47 |
2020-06-30 | $622k | 2.1k | 296.19 |
2020-03-31 | $552k | 2.4k | 230.00 |
2019-12-31 | $629k | 2.4k | 262.08 |
2019-09-30 | $697k | 2.6k | 266.03 |
2019-06-30 | $685k | 2.6k | 261.45 |
2019-03-31 | $685k | 2.6k | 261.45 |
2018-12-31 | $516k | 2.6k | 196.95 |
2018-09-30 | $596k | 2.6k | 227.48 |
2018-06-30 | $566k | 2.8k | 204.33 |
2018-03-31 | $480k | 2.8k | 173.29 |
2017-12-31 | $437k | 2.8k | 157.76 |
2017-09-30 | $394k | 2.8k | 142.24 |
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