Intuit shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Intuit
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Quarterly reported holdings in Intuit by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $19M | 30k | 628.52 |
| 2024-09-30 | $18M | 30k | 621.03 |
| 2024-03-31 | $18M | 28k | 650.01 |
| 2023-12-31 | $17M | 27k | 625.06 |
| 2023-09-30 | $14M | 27k | 510.96 |
| 2023-06-30 | $12M | 26k | 458.20 |
| 2023-03-31 | $12M | 26k | 445.85 |
| 2022-12-31 | $9.6M | 25k | 389.23 |
| 2022-09-30 | $9.8M | 25k | 387.26 |
| 2022-06-30 | $9.4M | 24k | 385.42 |
| 2022-03-31 | $12M | 25k | 480.88 |
| 2021-12-31 | $15M | 24k | 643.26 |
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