Ownership history in Segment Wealth Management, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Segment 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 Q4 | ADDED | 31,822 | +461 | +1.5% | 1.22% | $21.1M | $661.20 |
| 2025 Q3 | ADDED | 31,361 | +158 | +0.5% | 1.28% | $21.4M | $680.41 |
| 2025 Q2 | REDUCED | 31,203 | -484 | -1.5% | 1.56% | $24.6M | $783.69 |
| 2025 Q1 | ADDED | 31,687 | +743 | +2.4% | 1.32% | $19.5M | $609.85 |
| 2024 Q4 | ADDED | 30,944 | +161 | +0.5% | 1.33% | $19.4M | $623.23 |
| 2024 Q3 | ADDED | 30,783 | +135 | +0.4% | 1.31% | $19.1M | $614.76 |
| 2024 Q2 | ADDED | 30,648 | +431 | +1.4% | 1.49% | $20.1M | $649.71 |
| 2024 Q1 | ADDED | 30,217 | +1,092 | +3.7% | 1.49% | $19.6M | $641.68 |
| 2023 Q4 | ADDED | 29,125 | +1,053 | +3.8% | 1.61% | $18.2M | $616.10 |
| 2023 Q3 | ADDED | 28,072 | +770 | +2.8% | 1.46% | $14.3M | $502.77 |
As of 2025 Q4 — sorted by position size