Intuit shares owned by Compass Ion Advisors
Historical chart of Compass Ion Advisors investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $230k | 375 | 614.01 |
| 2024-12-31 | $233k | 370 | 628.52 |
| 2024-09-30 | $232k | 374 | 621.02 |
| 2024-06-30 | $250k | 384 | 650.02 |
| 2024-03-31 | $250k | 384 | 650.02 |
| 2023-12-31 | $240k | 384 | 625.05 |
| 2023-09-30 | $205k | 401 | 510.96 |