Intuit shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Intuit
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Quarterly reported holdings in Intuit by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $947k | 1.4k | 683.05 |
| 2025-06-30 | $1.1M | 1.4k | 787.67 |
| 2024-12-31 | $835k | 1.3k | 628.84 |
| 2024-09-30 | $751k | 1.2k | 620.77 |
| 2024-06-30 | $795k | 1.2k | 657.43 |
| 2024-03-31 | $785k | 1.2k | 650.13 |
| 2023-12-31 | $756k | 1.2k | 624.87 |
| 2023-09-30 | $618k | 1.2k | 510.73 |
| 2023-06-30 | $554k | 1.2k | 458.32 |
| 2023-03-31 | $536k | 1.2k | 445.67 |
| 2022-12-31 | $468k | 1.2k | 389.34 |
| 2022-09-30 | $466k | 1.2k | 387.69 |
| 2022-06-30 | $425k | 1.1k | 385.66 |
| 2022-03-31 | $626k | 1.3k | 480.80 |
| 2021-12-31 | $709k | 1.1k | 643.38 |
| 2021-09-30 | $540k | 1.0k | 540.00 |
| 2021-06-30 | $490k | 1.0k | 490.00 |
| 2021-03-31 | $383k | 1.0k | 383.00 |
| 2020-12-31 | $342k | 900 | 380.00 |
| 2020-09-30 | $294k | 900 | 326.67 |
| 2020-06-30 | $274k | 926 | 295.90 |
| 2020-03-31 | $207k | 900 | 230.00 |
| 2019-12-31 | $236k | 900 | 262.22 |
| 2019-09-30 | $239k | 900 | 265.56 |
| 2019-06-30 | $235k | 900 | 261.11 |
| 2019-03-31 | $235k | 900 | 261.11 |