Ownership history in Pacific Wealth Management · 10 quarters on record
This page tracks every 13F SEC filing in which Pacific Wealth Management 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 Q4 | UNCHANGED | 592 | — | 0% | 0.18% | $392K | $661.20 |
| 2025 Q3 | UNCHANGED | 592 | — | 0% | 0.20% | $404K | $680.41 |
| 2025 Q2 | REDUCED | 592 | -37 | -5.9% | 0.23% | $466K | $783.69 |
| 2025 Q1 | UNCHANGED | 629 | — | 0% | 0.21% | $386K | $609.85 |
| 2024 Q4 | REDUCED | 629 | -33 | -5.0% | 0.21% | $395K | $623.23 |
| 2024 Q3 | REDUCED | 662 | -100 | -13.1% | 0.19% | $411K | $614.76 |
| 2024 Q2 | ADDED | 762 | +149 | +24.3% | 0.25% | $501K | $649.71 |
| 2024 Q1 | UNCHANGED | 613 | — | 0% | 0.22% | $383K | $641.68 |
| 2023 Q4 | ADDED | 613 | +105 | +20.7% | 0.22% | $383K | $616.10 |
| 2023 Q3 | INITIATED | 508 | — | — | 0.17% | $260K | — |
As of 2025 Q4 — sorted by position size