Ownership history in Bison Wealth, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in INTUIT (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 336 | -249 | -42.6% | 0.03% | $209K | $614.76 |
| 2024 Q2 | UNCHANGED | 585 | — | 0% | 0.06% | $380K | $649.71 |
| 2024 Q1 | ADDED | 585 | +1 | +0.2% | 0.06% | $380K | $641.68 |
| 2023 Q4 | ADDED | 584 | +37 | +6.8% | 0.06% | $365K | $616.10 |
| 2023 Q3 | ADDED | 547 | +29 | +5.6% | 0.05% | $280K | $502.77 |
| 2023 Q2 | REDUCED | 518 | -8 | -1.5% | 0.04% | $237K | $450.08 |
| 2022 Q3 | UNCHANGED | 526 | — | 0% | 0.08% | $203K | $378.31 |
| 2022 Q2 | UNCHANGED | 526 | — | 0% | 0.12% | $203K | $375.85 |
| 2022 Q1 | REDUCED | 526 | -5 | -0.9% | 0.13% | $253K | $468.23 |
| 2021 Q4 | UNCHANGED | 531 | — | 0% | 0.20% | $342K | $625.63 |
As of 2025 Q4 — sorted by position size