Intuit shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Intuit
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Quarterly reported holdings in Intuit by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.0k | 682.91 |
| 2025-06-30 | $1.5M | 1.9k | 787.63 |
| 2025-03-31 | $1.1M | 1.8k | 613.99 |
| 2024-12-31 | $1.1M | 1.8k | 628.50 |
| 2024-09-30 | $1.4M | 2.2k | 621.00 |
| 2024-06-30 | $1.5M | 2.3k | 657.21 |
| 2024-03-31 | $1.5M | 2.3k | 650.00 |
| 2023-12-31 | $1.5M | 2.4k | 625.03 |
| 2023-09-30 | $1.2M | 2.4k | 510.94 |
| 2023-06-30 | $1.1M | 2.5k | 458.19 |
| 2023-03-31 | $988k | 2.2k | 445.83 |
| 2022-12-31 | $881k | 2.3k | 389.25 |
| 2022-09-30 | $916k | 2.2k | 416.67 |
| 2022-06-30 | $849k | 2.2k | 385.56 |
| 2022-03-31 | $943k | 2.0k | 480.63 |
| 2021-12-31 | $1.3M | 2.1k | 638.55 |
| 2021-09-30 | $1.1M | 2.1k | 539.35 |
| 2021-06-30 | $1.0M | 2.0k | 490.44 |
| 2021-03-31 | $817k | 2.1k | 380.60 |
| 2020-12-31 | $750k | 2.0k | 376.81 |
| 2020-09-30 | $679k | 2.1k | 328.67 |
| 2020-06-30 | $604k | 2.1k | 293.71 |
| 2020-03-31 | $493k | 2.2k | 229.17 |
| 2019-12-31 | $505k | 1.9k | 261.79 |
| 2019-09-30 | $502k | 1.9k | 265.75 |
| 2019-06-30 | $447k | 1.7k | 261.26 |
| 2019-03-31 | $442k | 1.7k | 261.69 |
| 2018-12-31 | $493k | 2.5k | 196.69 |
| 2018-09-30 | $576k | 2.5k | 227.55 |
| 2018-06-30 | $527k | 2.6k | 204.42 |
| 2018-03-31 | $339k | 2.0k | 173.40 |
| 2017-12-31 | $51k | 322 | 158.39 |
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