Ownership history in Compass Wealth Management LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in INTUIT (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 4,795 | -75 | -1.5% | 0.73% | $3.3M | $680.41 |
| 2025 Q2 | UNCHANGED | 4,870 | — | 0% | 0.91% | $3.8M | $783.69 |
| 2025 Q1 | REDUCED | 4,870 | -165 | -3.3% | 0.76% | $3.0M | $609.85 |
| 2024 Q4 | REDUCED | 5,035 | -193 | -3.7% | 0.76% | $3.2M | $623.23 |
| 2024 Q3 | REDUCED | 5,228 | -35 | -0.7% | 0.76% | $3.2M | $614.76 |
| 2024 Q2 | UNCHANGED | 5,263 | — | 0% | 0.85% | $3.5M | $649.71 |
| 2024 Q1 | REDUCED | 5,263 | -100 | -1.9% | 0.86% | $3.4M | $641.68 |
| 2023 Q4 | REDUCED | 5,363 | -251 | -4.5% | 0.94% | $3.4M | $616.10 |
| 2023 Q3 | REDUCED | 5,614 | -60 | -1.1% | 0.90% | $2.9M | $502.77 |
| 2023 Q2 | UNCHANGED | 5,674 | — | 0% | 0.80% | $2.5M | $450.08 |
As of 2025 Q4 — sorted by position size