Intuit shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Intuit by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 2.4k | 628.51 |
| 2024-09-30 | $1.5M | 2.4k | 621.00 |
| 2024-06-30 | $1.5M | 2.3k | 657.21 |
| 2024-03-31 | $1.5M | 2.3k | 650.04 |
| 2023-12-31 | $1.5M | 2.4k | 625.07 |
| 2023-09-30 | $1.0M | 2.0k | 510.98 |
| 2023-06-30 | $851k | 1.9k | 458.20 |
| 2023-03-31 | $798k | 1.8k | 445.83 |
| 2022-12-31 | $635k | 1.6k | 389.22 |
| 2022-09-30 | $228k | 589 | 387.10 |
| 2022-06-30 | $222k | 577 | 384.75 |
| 2022-03-31 | $367k | 763 | 481.00 |
| 2021-12-31 | $421k | 655 | 642.75 |
| 2021-09-30 | $303k | 562 | 539.15 |
| 2021-03-31 | $2.4M | 6.4k | 383.11 |
| 2020-12-31 | $2.4M | 6.4k | 379.80 |
| 2020-09-30 | $91k | 280 | 325.00 |
| 2020-06-30 | $118k | 400 | 295.00 |
| 2020-03-31 | $83k | 333 | 249.25 |
| 2019-12-31 | $87k | 331 | 262.84 |
| 2019-09-30 | $37k | 141 | 262.41 |
| 2019-06-30 | $35k | 133 | 263.16 |
| 2019-03-31 | $35k | 133 | 263.16 |
| 2018-12-31 | $26k | 133 | 195.49 |
| 2018-09-30 | $27k | 133 | 203.01 |
| 2018-06-30 | $28k | 133 | 210.53 |
| 2018-03-31 | $29k | 165 | 175.76 |
| 2017-12-31 | $26k | 165 | 157.58 |
| 2017-09-30 | $14k | 96 | 145.83 |