Intuit shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in Intuit
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Quarterly reported holdings in Intuit by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $686k | 871 | 787.63 |
| 2025-06-30 | $566k | 921 | 613.99 |
| 2025-03-31 | $585k | 931 | 628.50 |
| 2024-12-31 | $581k | 935 | 621.00 |
| 2024-09-30 | $640k | 974 | 657.21 |
| 2024-06-30 | $640k | 974 | 657.21 |
| 2024-03-31 | $640k | 1.0k | 625.03 |
| 2023-12-31 | $568k | 1.1k | 510.94 |
| 2023-09-30 | $542k | 1.2k | 458.19 |
| 2023-06-30 | $488k | 1.1k | 445.83 |
| 2023-03-31 | $488k | 1.1k | 445.83 |
| 2022-12-31 | $410k | 1.1k | 389.22 |
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