Intuit shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Intuit by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $703k | 1.1k | 650.00 |
| 2023-12-31 | $628k | 1.0k | 625.03 |
| 2023-09-30 | $469k | 918 | 510.94 |
| 2023-06-30 | $326k | 711 | 458.19 |
| 2023-03-31 | $275k | 617 | 445.83 |
| 2022-12-31 | $224k | 576 | 389.22 |
| 2022-09-30 | $384k | 991 | 387.49 |
| 2022-06-30 | $307k | 796 | 385.68 |
| 2022-03-31 | $224k | 466 | 480.69 |
| 2021-12-31 | $354k | 551 | 642.47 |
| 2021-09-30 | $254k | 470 | 540.43 |
| 2021-06-30 | $215k | 439 | 489.75 |
| 2019-03-31 | $104k | 399 | 260.65 |
| 2018-12-31 | $87k | 442 | 196.83 |
| 2018-09-30 | $95k | 419 | 226.73 |
| 2018-06-30 | $90k | 419 | 214.80 |
| 2018-03-31 | $101k | 592 | 170.61 |
| 2017-12-31 | $161k | 1.0k | 157.23 |