Intuit shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Intuit
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All positions including Intuit held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.3k | 682.84 |
| 2025-06-30 | $1.7M | 2.1k | 787.51 |
| 2025-03-31 | $1.3M | 2.0k | 614.10 |
| 2024-12-31 | $1.1M | 1.8k | 628.44 |
| 2024-09-30 | $1.1M | 1.8k | 620.89 |
| 2024-06-30 | $1.2M | 1.9k | 657.27 |
| 2024-03-31 | $1.2M | 1.9k | 649.87 |
| 2023-12-31 | $1.2M | 1.9k | 624.99 |
| 2023-09-30 | $1.0M | 2.0k | 510.82 |
| 2023-06-30 | $1.0M | 2.3k | 458.17 |
| 2023-03-31 | $724k | 1.6k | 445.73 |
| 2022-12-31 | $373k | 957 | 389.22 |
| 2022-09-30 | $518k | 1.3k | 386.80 |
| 2022-06-30 | $389k | 1.0k | 385.02 |
| 2022-03-31 | $475k | 995 | 477.78 |
| 2021-12-31 | $734k | 1.1k | 643.04 |
| 2021-09-30 | $516k | 956 | 539.77 |
| 2021-06-30 | $452k | 922 | 490.24 |
| 2021-03-31 | $298k | 779 | 382.54 |
| 2020-12-31 | $414k | 1.1k | 377.78 |
| 2020-09-30 | $360k | 1.1k | 326.75 |
| 2020-06-30 | $295k | 997 | 295.89 |
| 2020-03-31 | $202k | 880 | 229.55 |