Intuit shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.2k | 621.00 |
| 2024-06-30 | $1.4M | 2.1k | 657.21 |
| 2024-03-31 | $1.3M | 1.9k | 650.00 |
| 2023-12-31 | $1.2M | 1.9k | 625.03 |
| 2023-09-30 | $804k | 1.6k | 510.94 |
| 2021-12-31 | $231k | 359 | 643.45 |