Williams Jones Wealth Management, LLC.
Holdings in INTU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $233,640,169 | 352,707 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $226,047,989 | 331,007 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $247,913,630 | 314,759 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $191,531,109 | 311,945 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $200,307,349 | 318,707 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $201,920,013 | 325,153 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $213,025,419 | 324,136 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $205,927,150 | 316,811 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $189,569,098 | 303,296 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $150,921,968 | 295,381 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $129,619,201 | 282,894 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $115,018,790 | 257,988 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $94,228,605 | 242,096 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $96,359,406 | 248,785 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $95,320,082 | 247,302 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $119,195,427 | 247,890 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $166,462,119 | 258,795 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $139,576,632 | 258,710 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $127,770,163 | 260,665 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $97,310,264 | 254,034 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $91,045,866 | 239,689 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $71,574,388 | 219,412 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $54,256,972 | 183,183 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $28,417,880 | 123,556 | Shares | Sole | 2020-05-15 |