INTUIT

Ticker: INTU CUSIP: 461202103 Class: COM

Wealth Management Associates, Inc.'s Holding History (CIK: 0002067339)

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

Q4 2025

Shares 576 Value ($000) $382 Avg Close $660.69 Range $619.82 - $689.17

Q3 2025

Shares 571 Value ($000) $390 Avg Close $719.44 Range $639.09 - $812.22

Q2 2025

Shares 571 Value ($000) $450 Avg Close $674.49 Range $530.03 - $787.99

Q1 2025

Shares 562 Value ($000) $345 Avg Close $597.47 Range $550.52 - $635.85

Q4 2024

Shares 567 Value ($000) $356 Avg Close $634.69 Range $594.96 - $710.09

Q3 2024

Shares 567 Value ($000) $352 Avg Close $632.98 Range $592.31 - $669.23

Q2 2024

Shares 567 Value ($000) $373 Avg Close $614.24 Range $551.94 - $670.13

Q1 2024

Shares 567 Value ($000) $373 Avg Close $631.25 Range $578.51 - $663.64

Q4 2023

Shares 655 Value ($000) $409 Avg Close $544.67 Range $467.66 - $623.20

Q3 2023

Shares 786 Value ($000) $402 Avg Close $498.82 Range $437.13 - $550.72

Q2 2023

Shares 720 Value ($000) $330 Avg Close $430.92 Range $393.86 - $455.15

Q1 2023

Shares 776 Value ($000) $346 Avg Close $403.22 Range $363.35 - $449.86

Q4 2022

Shares 826 Value ($000) $321 Avg Close $388.88 Range $345.71 - $433.31

Q3 2022

Shares 1,201 Value ($000) $465 Avg Close $422.65 Range $362.81 - $480.29

Q2 2022

Shares 1,150 Value ($000) $443 Avg Close $404.46 Range $331.53 - $495.31

Q1 2022

Shares 1,150 Value ($000) $553 Avg Close $499.50 Range $412.70 - $629.11

Q4 2021

Shares 1,150 Value ($000) $740 Avg Close $601.47 Range $505.09 - $698.54

Q3 2021

Shares 1,150 Value ($000) $620 Avg Close $524.46 Range $473.62 - $567.34

Q2 2021

Shares 1,150 Value ($000) $564 Avg Close $421.44 Range $374.89 - $478.84

Q1 2021

Shares 1,150 Value ($000) $441 Avg Close $373.72 Range $346.64 - $411.31

Q4 2020

Shares 1,150 Value ($000) $437 Avg Close $340.30 Range $302.41 - $375.96

Q3 2020

Shares 1,029 Value ($000) $336 Avg Close $302.64 Range $271.83 - $348.27

Q2 2020

Shares 799 Value ($000) $237 Avg Close $264.89 Range $207.72 - $287.80

Q4 2019

Shares 799 Value ($000) $209 Avg Close $251.45 Range $238.34 - $265.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	576	$382	$660.69	$619.82 - $689.17
Q3 2025	571	$390	$719.44	$639.09 - $812.22
Q2 2025	571	$450	$674.49	$530.03 - $787.99
Q1 2025	562	$345	$597.47	$550.52 - $635.85
Q4 2024	567	$356	$634.69	$594.96 - $710.09
Q3 2024	567	$352	$632.98	$592.31 - $669.23
Q2 2024	567	$373	$614.24	$551.94 - $670.13
Q1 2024	567	$373	$631.25	$578.51 - $663.64
Q4 2023	655	$409	$544.67	$467.66 - $623.20
Q3 2023	786	$402	$498.82	$437.13 - $550.72
Q2 2023	720	$330	$430.92	$393.86 - $455.15
Q1 2023	776	$346	$403.22	$363.35 - $449.86
Q4 2022	826	$321	$388.88	$345.71 - $433.31
Q3 2022	1,201	$465	$422.65	$362.81 - $480.29
Q2 2022	1,150	$443	$404.46	$331.53 - $495.31
Q1 2022	1,150	$553	$499.50	$412.70 - $629.11
Q4 2021	1,150	$740	$601.47	$505.09 - $698.54
Q3 2021	1,150	$620	$524.46	$473.62 - $567.34
Q2 2021	1,150	$564	$421.44	$374.89 - $478.84
Q1 2021	1,150	$441	$373.72	$346.64 - $411.31
Q4 2020	1,150	$437	$340.30	$302.41 - $375.96
Q3 2020	1,029	$336	$302.64	$271.83 - $348.27
Q2 2020	799	$237	$264.89	$207.72 - $287.80
Q4 2019	799	$209	$251.45	$238.34 - $265.17