Intuit shares owned by Creative Planning
Historical chart of Creative Planning investment in Intuit
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All positions including Intuit held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $33M | 50k | 650.00 |
| 2023-12-31 | $29M | 47k | 625.03 |
| 2023-09-30 | $23M | 46k | 510.94 |
| 2023-06-30 | $20M | 44k | 458.19 |
| 2023-03-31 | $18M | 41k | 445.84 |
| 2022-12-31 | $16M | 40k | 389.22 |
| 2022-09-30 | $15M | 38k | 387.33 |
| 2022-06-30 | $14M | 36k | 385.42 |
| 2022-03-31 | $15M | 31k | 480.84 |
| 2021-12-31 | $20M | 32k | 643.21 |
| 2021-09-30 | $18M | 33k | 539.51 |
| 2021-06-30 | $18M | 36k | 490.16 |
| 2021-03-31 | $21M | 56k | 383.06 |
| 2020-12-31 | $15M | 38k | 379.85 |
| 2020-09-30 | $9.4M | 29k | 326.22 |
| 2020-06-30 | $8.0M | 27k | 296.19 |
| 2020-03-31 | $6.1M | 27k | 230.01 |
| 2019-12-31 | $4.5M | 17k | 261.95 |
| 2019-09-30 | $4.3M | 16k | 265.93 |
| 2019-06-30 | $4.0M | 15k | 261.31 |
| 2019-03-31 | $0 | 11k | 0.00 |
| 2018-12-31 | $2.1M | 11k | 196.89 |
| 2018-09-30 | $2.1M | 9.3k | 227.41 |
| 2018-06-30 | $1.9M | 9.2k | 204.35 |
| 2018-03-31 | $1.5M | 8.9k | 173.40 |
| 2017-12-31 | $2.2M | 14k | 157.77 |
| 2017-09-30 | $2.1M | 15k | 142.16 |
| 2017-06-30 | $1.8M | 14k | 132.85 |
| 2017-03-31 | $1.7M | 14k | 115.98 |
| 2016-12-31 | $1.5M | 13k | 114.63 |
| 2016-09-30 | $1.3M | 12k | 110.04 |
| 2016-06-30 | $1.1M | 9.7k | 111.65 |
| 2016-03-31 | $960k | 9.2k | 104.01 |
| 2015-12-31 | $871k | 9.0k | 96.50 |
| 2015-09-30 | $831k | 9.4k | 88.79 |
| 2015-03-31 | $894k | 9.2k | 96.92 |
| 2014-12-31 | $889k | 9.6k | 92.15 |
| 2014-09-30 | $854k | 9.7k | 87.61 |
| 2014-06-30 | $792k | 9.8k | 80.49 |
| 2014-03-31 | $742k | 9.5k | 77.78 |
| 2013-12-31 | $705k | 9.2k | 76.30 |
| 2013-09-30 | $586k | 8.8k | 66.29 |
| 2013-06-30 | $570k | 9.3k | 61.03 |
| 2012-12-31 | $597k | 10k | 59.50 |
| 2012-09-30 | $820k | 14k | 58.89 |
| 2012-06-30 | $162k | 2.7k | 59.47 |
| 2011-12-31 | $27k | 504 | 53.57 |