INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Compass Wealth Management LLC's Holding History (CIK: 0001965653)

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

Q3 2025
Shares 4,795 Value ($000) $3,274 Avg Close $719.44 Range $639.09 - $812.22
Q2 2025
Shares 4,870 Value ($000) $3,836 Avg Close $674.49 Range $530.03 - $787.99
Q1 2025
Shares 4,870 Value ($000) $2,990 Avg Close $597.47 Range $550.52 - $635.85
Q4 2024
Shares 5,035 Value ($000) $3,164 Avg Close $634.69 Range $594.96 - $710.09
Q3 2024
Shares 5,228 Value ($000) $3,247 Avg Close $632.98 Range $592.31 - $669.23
Q2 2024
Shares 5,263 Value ($000) $3,459 Avg Close $614.24 Range $551.94 - $670.13
Q1 2024
Shares 5,263 Value ($000) $3,421 Avg Close $631.25 Range $578.51 - $663.64
Q4 2023
Shares 5,363 Value ($000) $3,352 Avg Close $544.67 Range $467.66 - $623.20
Q3 2023
Shares 5,614 Value ($000) $2,868 Avg Close $498.82 Range $437.13 - $550.72
Q2 2023
Shares 5,624 Value ($000) $2,577 Avg Close $430.92 Range $393.86 - $455.15
Q1 2023
Shares 5,674 Value ($000) $2,530 Avg Close $403.22 Range $363.35 - $449.86
Q4 2022
Shares 5,679 Value ($000) $2,210 Avg Close $388.88 Range $345.71 - $433.31