INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025

Shares 1,925 Value ($000) $1,275 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 2,011 Value ($000) $1,373 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 1,918 Value ($000) $1,510 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 1,907 Value ($000) $1,171 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 1,760 Value ($000) $1,106 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 1,751 Value ($000) $1,088 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 1,653 Value ($000) $1,087 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 1,697 Value ($000) $1,103 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 1,805 Value ($000) $1,128 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 1,770 Value ($000) $904 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 1,979 Value ($000) $907 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 1,894 Value ($000) $844 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 1,810 Value ($000) $1 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 2,086 Value ($000) $808 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 2,095 Value ($000) $807 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 2,184 Value ($000) $1,050 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 1,944 Value ($000) $1,251 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 1,995 Value ($000) $1,077 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 2,167 Value ($000) $1,062 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 2,197 Value ($000) $842 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 1,902 Value ($000) $723 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 1,884 Value ($000) $615 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 1,942 Value ($000) $575 Avg Close $264.89 Range $207.72 - $287.80

Q1 2020

Shares 1,787 Value ($000) $411 Avg Close $260.89 Range $180.86 - $295.74

Q4 2019

Shares 1,871 Value ($000) $490 Avg Close $251.45 Range $238.34 - $265.17

Q3 2019

Shares 2,000 Value ($000) $532 Avg Close $264.00 Range $248.85 - $283.90

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,925	$1,275	$660.69	$619.82 - $689.17
Q3 2025	2,011	$1,373	$719.44	$639.09 - $812.22
Q2 2025	1,918	$1,510	$674.49	$530.03 - $787.99
Q1 2025	1,907	$1,171	$597.47	$550.52 - $635.85
Q4 2024	1,760	$1,106	$634.69	$594.96 - $710.09
Q3 2024	1,751	$1,088	$632.98	$592.31 - $669.23
Q2 2024	1,653	$1,087	$614.24	$551.94 - $670.13
Q1 2024	1,697	$1,103	$631.25	$578.51 - $663.64
Q4 2023	1,805	$1,128	$544.67	$467.66 - $623.20
Q3 2023	1,770	$904	$498.82	$437.13 - $550.72
Q2 2023	1,979	$907	$430.92	$393.86 - $455.15
Q1 2023	1,894	$844	$403.22	$363.35 - $449.86
Q4 2022	1,810	$1	$388.88	$345.71 - $433.31
Q3 2022	2,086	$808	$422.65	$362.81 - $480.29
Q2 2022	2,095	$807	$404.46	$331.53 - $495.31
Q1 2022	2,184	$1,050	$499.50	$412.70 - $629.11
Q4 2021	1,944	$1,251	$601.47	$505.09 - $698.54
Q3 2021	1,995	$1,077	$524.46	$473.62 - $567.34
Q2 2021	2,167	$1,062	$421.44	$374.89 - $478.84
Q1 2021	2,197	$842	$373.72	$346.64 - $411.31
Q4 2020	1,902	$723	$340.30	$302.41 - $375.96
Q3 2020	1,884	$615	$302.64	$271.83 - $348.27
Q2 2020	1,942	$575	$264.89	$207.72 - $287.80
Q1 2020	1,787	$411	$260.89	$180.86 - $295.74
Q4 2019	1,871	$490	$251.45	$238.34 - $265.17
Q3 2019	2,000	$532	$264.00	$248.85 - $283.90