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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

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All positions including Intuit held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
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