INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Circle Wealth Management, LLC's Holding History (CIK: 0001578242)

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

Q4 2025
Shares 3,243 Value ($000) $2,148 Avg Close $660.69 Range $619.82 - $689.17
Q3 2025
Shares 3,501 Value ($000) $2,391 Avg Close $719.44 Range $639.09 - $812.22
Q2 2025
Shares 3,842 Value ($000) $3,026 Avg Close $674.49 Range $530.03 - $787.99
Q1 2025
Shares 3,451 Value ($000) $2,119 Avg Close $597.47 Range $550.52 - $635.85
Q4 2024
Shares 2,586 Value ($000) $1,625 Avg Close $634.69 Range $594.96 - $710.09
Q3 2024
Shares 2,319 Value ($000) $1,440 Avg Close $632.98 Range $592.31 - $669.23
Q2 2024
Shares 1,007 Value ($000) $662 Avg Close $614.24 Range $551.94 - $670.13
Q3 2023
Shares 662 Value ($000) $338 Avg Close $498.82 Range $437.13 - $550.72
Q1 2022
Shares 607 Value ($000) $292 Avg Close $499.50 Range $412.70 - $629.11
Q4 2021
Shares 692 Value ($000) $445 Avg Close $601.47 Range $505.09 - $698.54
Q3 2021
Shares 677 Value ($000) $365 Avg Close $524.46 Range $473.62 - $567.34
Q2 2021
Shares 1,547 Value ($000) $758 Avg Close $421.44 Range $374.89 - $478.84
Q1 2021
Shares 1,860 Value ($000) $712 Avg Close $373.72 Range $346.64 - $411.31
Q4 2020
Shares 1,854 Value ($000) $704 Avg Close $340.30 Range $302.41 - $375.96