INTU INTUIT

Ownership history in EVEXIA WEALTH LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which EVEXIA WEALTH 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.

Peak position
4.75% (2025 Q2)
Avg. % of fund
4.16%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 21,372 +130 +0.6% 3.38% $12.1M $661.20
2025 Q3 ADDED 21,242 +1,150 +5.7% 4.17% $13.9M $680.41
2025 Q2 REDUCED 20,092 -363 -1.8% 4.75% $15.1M $783.69
2025 Q1 REDUCED 20,455 -62 -0.3% 4.43% $12.2M $609.85
2024 Q4 REDUCED 20,517 -67 -0.3% 4.02% $11.9M $623.23
2024 Q3 ADDED 20,584 +2,633 +14.7% 4.40% $12.4M $614.76
2024 Q2 ADDED 17,951 +147 +0.8% 4.34% $11.6M $649.71
2024 Q1 ADDED 17,804 +1,122 +6.7% 4.55% $11.1M $641.68
2023 Q4 ADDED 16,682 +251 +1.5% 4.51% $10.7M $616.10
2023 Q3 ADDED 16,431 +929 +6.0% 4.02% $7.9M $502.77
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    INTU price (monthly, adj. close)
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