INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 3,607 Value ($000) $2,390 Avg Close $660.69 Range $619.82 - $689.17
Q3 2025
Shares 3,801 Value ($000) $2,596 Avg Close $719.44 Range $639.09 - $812.22
Q2 2025
Shares 3,713 Value ($000) $2,924 Avg Close $674.49 Range $530.03 - $787.99
Q1 2025
Shares 3,735 Value ($000) $2,294 Avg Close $597.47 Range $550.52 - $635.85
Q4 2024
Shares 3,579 Value ($000) $2,250 Avg Close $634.69 Range $594.96 - $710.09
Q3 2024
Shares 3,578 Value ($000) $2,222 Avg Close $632.98 Range $592.31 - $669.23
Q2 2024
Shares 3,297 Value ($000) $2,167 Avg Close $614.24 Range $551.94 - $670.13
Q1 2024
Shares 1,256 Value ($000) $816 Avg Close $631.25 Range $578.51 - $663.64
Q4 2023
Shares 1,369 Value ($000) $856 Avg Close $544.67 Range $467.66 - $623.20
Q3 2023
Shares 1,265 Value ($000) $646 Avg Close $498.82 Range $437.13 - $550.72
Q2 2023
Shares 1,216 Value ($000) $557 Avg Close $430.92 Range $393.86 - $455.15
Q1 2022
Shares 429 Value ($000) $206,280 Avg Close $499.50 Range $412.70 - $629.11
Q4 2021
Shares 481 Value ($000) $309,389 Avg Close $601.47 Range $505.09 - $698.54
Q3 2021
Shares 419 Value ($000) $226,055 Avg Close $524.46 Range $473.62 - $567.34