Ownership history in Nicholas Wealth, LLC. · 3 quarters on record
This page tracks every 13F SEC filing in which Nicholas 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 352 | +4 | +1.1% | 0.10% | $240K | $680.41 |
| 2025 Q2 | ADDED | 348 | +263 | +309.4% | 0.13% | $274K | $783.69 |
| 2023 Q3 | INITIATED | 85 | — | — | 0.04% | $43K | — |
As of 2025 Q4 — sorted by position size