Intuit shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Intuit
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Quarterly reported holdings in Intuit by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $869k | 1.3k | 682.99 |
| 2025-06-30 | $1.0M | 1.3k | 787.71 |
| 2025-03-31 | $1.0M | 1.6k | 614.03 |
| 2024-12-31 | $1.0M | 1.6k | 628.53 |
| 2024-09-30 | $1.0M | 1.6k | 621.03 |
| 2024-06-30 | $1.1M | 1.6k | 657.23 |
| 2024-03-31 | $1.1M | 1.6k | 650.02 |
| 2023-12-31 | $1.0M | 1.6k | 625.04 |
| 2023-09-30 | $829k | 1.6k | 510.94 |
| 2023-06-30 | $743k | 1.6k | 458.19 |
| 2023-03-31 | $723k | 1.6k | 445.83 |
| 2022-12-31 | $631k | 1.6k | 389.22 |
| 2022-09-30 | $628k | 1.6k | 387.18 |
| 2022-06-30 | $664k | 1.7k | 385.60 |
More positions owned by Waller Financial Planning Group
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