Intuit shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Intuit by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19M | 29k | 650.00 |
| 2023-12-31 | $19M | 30k | 625.03 |
| 2023-09-30 | $16M | 31k | 510.94 |
| 2023-06-30 | $14M | 31k | 458.19 |
| 2023-03-31 | $14M | 31k | 445.83 |
| 2022-12-31 | $13M | 33k | 389.22 |
| 2022-09-30 | $13M | 34k | 387.31 |
| 2022-06-30 | $13M | 33k | 385.44 |
| 2022-03-31 | $16M | 33k | 480.84 |
| 2021-12-31 | $23M | 35k | 643.23 |
| 2021-09-30 | $19M | 35k | 539.50 |
| 2021-06-30 | $17M | 35k | 490.16 |
| 2021-03-31 | $13M | 35k | 383.06 |
| 2020-12-31 | $12M | 32k | 379.84 |
| 2020-09-30 | $9.7M | 30k | 326.22 |
| 2020-06-30 | $8.4M | 28k | 296.21 |
| 2020-03-31 | $6.4M | 28k | 229.99 |
| 2019-12-31 | $7.1M | 27k | 261.93 |
| 2019-09-30 | $6.7M | 25k | 265.93 |
| 2019-06-30 | $6.5M | 25k | 261.32 |
| 2019-03-31 | $6.1M | 23k | 261.43 |
| 2018-12-31 | $4.5M | 23k | 196.84 |
| 2018-09-30 | $5.9M | 26k | 227.38 |
| 2018-06-30 | $5.4M | 26k | 204.31 |
| 2018-03-31 | $4.6M | 26k | 173.34 |
| 2017-12-31 | $4.2M | 27k | 157.76 |
| 2017-09-30 | $3.7M | 26k | 142.13 |
| 2017-06-30 | $3.5M | 26k | 132.80 |
| 2017-03-31 | $2.9M | 25k | 115.98 |
| 2016-12-31 | $2.9M | 26k | 114.63 |