INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 916 Value ($000) $607 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 916 Value ($000) $626 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 979 Value ($000) $771 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 979 Value ($000) $601 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 1,001 Value ($000) $629 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 1,001 Value ($000) $622 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 1,001 Value ($000) $658 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 1,079 Value ($000) $701 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 1,093 Value ($000) $683 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 1,079 Value ($000) $551 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 1,058 Value ($000) $485 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 1,183 Value ($000) $527 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 1,664 Value ($000) $648 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 1,267 Value ($000) $491 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 930 Value ($000) $358 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 930 Value ($000) $447 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 931 Value ($000) $599 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 968 Value ($000) $522 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 968 Value ($000) $474 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 1,347 Value ($000) $516 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 1,381 Value ($000) $525 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 1,411 Value ($000) $460 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 1,412 Value ($000) $418 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 1,549 Value ($000) $356 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 2,461 Value ($000) $645 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 2,024 Value ($000) $538 Avg Close $264.00 Range $248.85 - $283.90

Q2 2019

Shares 1,878 Value ($000) $490 Avg Close $243.45 Range $226.16 - $260.29

Q1 2019

Shares 1,879 Value ($000) $491 Avg Close $221.02 Range $179.60 - $250.24

Q4 2018

Shares 1,377 Value ($000) $271 Avg Close $198.51 Range $174.26 - $220.76

Q3 2018

Shares 1,342 Value ($000) $305 Avg Close $204.54 Range $191.71 - $218.87

Q2 2018

Shares 1,293 Value ($000) $264 Avg Close $182.24 Range $157.89 - $205.89

Q1 2018

Shares 1,398 Value ($000) $242 Avg Close $159.49 Range $142.64 - $170.01

Q4 2017

Shares 1,423 Value ($000) $225 Avg Close $144.15 Range $132.27 - $152.71

Q3 2017

Shares 1,496 Value ($000) $212 Avg Close $130.19 Range $122.88 - $138.41

Q2 2017

Shares 1,496 Value ($000) $198 Avg Close $122.01 Range $107.70 - $135.32

Q1 2017

Shares 1,391 Value ($000) $161 Avg Close $112.43 Range $104.98 - $120.51

Q4 2016

Shares 1,408 Value ($000) $162 Avg Close $104.73 Range $96.56 - $111.00

Q3 2016

Shares 1,511 Value ($000) $166 Avg Close $104.29 Range $99.16 - $109.08

Q2 2016

Shares 1,511 Value ($000) $169 Avg Close $97.25 Range $92.26 - $103.97

Q1 2016

Shares 1,838 Value ($000) $192 Avg Close $89.54 Range $81.77 - $96.92

Q4 2015

Shares 1,588 Value ($000) $153 Avg Close $89.36 Range $78.89 - $99.85

Q3 2015

Shares 1,468 Value ($000) $131 Avg Close $89.42 Range $73.38 - $99.70

Q2 2015

Shares 1,468 Value ($000) $148 Avg Close $93.80 Range $87.63 - $100.39

Q1 2015

Shares 1,468 Value ($000) $143 Avg Close $85.15 Range $77.71 - $92.50

Q4 2014

Shares 1,506 Value ($000) $139 Avg Close $81.30 Range $71.28 - $87.63

Q3 2014

Shares 400 Value ($000) $35 Avg Close $75.72 Range $72.62 - $80.93

Q2 2014

Shares 400 Value ($000) $32 Avg Close $70.14 Range $65.88 - $74.56

Q1 2014

Shares 600 Value ($000) $47 Avg Close $69.23 Range $62.61 - $74.74

Q4 2013

Shares 600 Value ($000) $46 Avg Close $65.01 Range $58.85 - $69.57

Q3 2013

Shares 600 Value ($000) $40 Avg Close $58.14 Range $55.36 - $60.76

Q2 2013

Shares 600 Value ($000) $37 Avg Close $54.39 Range $49.97 - $59.33

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	916	$607	$660.69	$619.82 - $689.17
Q3 2025	916	$626	$719.44	$639.09 - $812.22
Q2 2025	979	$771	$674.49	$530.03 - $787.99
Q1 2025	979	$601	$597.47	$550.52 - $635.85
Q4 2024	1,001	$629	$634.69	$594.96 - $710.09
Q3 2024	1,001	$622	$632.98	$592.31 - $669.23
Q2 2024	1,001	$658	$614.24	$551.94 - $670.13
Q1 2024	1,079	$701	$631.25	$578.51 - $663.64
Q4 2023	1,093	$683	$544.67	$467.66 - $623.20
Q3 2023	1,079	$551	$498.82	$437.13 - $550.72
Q2 2023	1,058	$485	$430.92	$393.86 - $455.15
Q1 2023	1,183	$527	$403.22	$363.35 - $449.86
Q4 2022	1,664	$648	$388.88	$345.71 - $433.31
Q3 2022	1,267	$491	$422.65	$362.81 - $480.29
Q2 2022	930	$358	$404.46	$331.53 - $495.31
Q1 2022	930	$447	$499.50	$412.70 - $629.11
Q4 2021	931	$599	$601.47	$505.09 - $698.54
Q3 2021	968	$522	$524.46	$473.62 - $567.34
Q2 2021	968	$474	$421.44	$374.89 - $478.84
Q1 2021	1,347	$516	$373.72	$346.64 - $411.31
Q4 2020	1,381	$525	$340.30	$302.41 - $375.96
Q3 2020	1,411	$460	$302.64	$271.83 - $348.27
Q2 2020	1,412	$418	$264.89	$207.72 - $287.80
Q1 2020	1,549	$356	$260.89	$180.86 - $295.74
Q4 2019	2,461	$645	$251.45	$238.34 - $265.17
Q3 2019	2,024	$538	$264.00	$248.85 - $283.90
Q2 2019	1,878	$490	$243.45	$226.16 - $260.29
Q1 2019	1,879	$491	$221.02	$179.60 - $250.24
Q4 2018	1,377	$271	$198.51	$174.26 - $220.76
Q3 2018	1,342	$305	$204.54	$191.71 - $218.87
Q2 2018	1,293	$264	$182.24	$157.89 - $205.89
Q1 2018	1,398	$242	$159.49	$142.64 - $170.01
Q4 2017	1,423	$225	$144.15	$132.27 - $152.71
Q3 2017	1,496	$212	$130.19	$122.88 - $138.41
Q2 2017	1,496	$198	$122.01	$107.70 - $135.32
Q1 2017	1,391	$161	$112.43	$104.98 - $120.51
Q4 2016	1,408	$162	$104.73	$96.56 - $111.00
Q3 2016	1,511	$166	$104.29	$99.16 - $109.08
Q2 2016	1,511	$169	$97.25	$92.26 - $103.97
Q1 2016	1,838	$192	$89.54	$81.77 - $96.92
Q4 2015	1,588	$153	$89.36	$78.89 - $99.85
Q3 2015	1,468	$131	$89.42	$73.38 - $99.70
Q2 2015	1,468	$148	$93.80	$87.63 - $100.39
Q1 2015	1,468	$143	$85.15	$77.71 - $92.50
Q4 2014	1,506	$139	$81.30	$71.28 - $87.63
Q3 2014	400	$35	$75.72	$72.62 - $80.93
Q2 2014	400	$32	$70.14	$65.88 - $74.56
Q1 2014	600	$47	$69.23	$62.61 - $74.74
Q4 2013	600	$46	$65.01	$58.85 - $69.57
Q3 2013	600	$40	$58.14	$55.36 - $60.76
Q2 2013	600	$37	$54.39	$49.97 - $59.33