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Peninsula Wealth, LLC

SEC CIK
0001600052
Latest filing
Feb 13, 2025

INTU holding history

Intuit Inc. in every 13F filed by Peninsula Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTU overviewAll 13F holders of INTUFull Q4 2024 holdings

Shares (Q4 2024)
1,786
Value
$1.12M
% of portfolio
0.2%
Quarters held
7
Since Q2 2023
Holdings of INTU by Peninsula Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20241,786$1.12M0.2%+3+0.2%AddedHolders
Q3 20241,783$1.09M0.2%+21+1.2%AddedHolders
Q2 20241,762$1.13M0.2%−481−21.4%ReducedHolders
Q1 20242,243$1.46M0.3%−10.0%ReducedHolders
Q4 20232,244$1.40M0.3%+11+0.5%AddedHolders
Q3 20232,233$1.13M0.3%+25+1.1%AddedHolders
Q2 20232,208$1.01M0.3%+2,208NewHolders