HIG
Heritage Investment Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
364
+1
| +0.3% | +$787 | 0.05% | 94 |
|
|
2025
Q1 | $223K | Hold |
363
| – | – | 0.04% | 102 |
|
|
2024
Q4 | $228K | Hold |
363
| – | – | 0.04% | 97 |
|
|
2024
Q3 | $225K | Hold |
363
| – | – | 0.04% | 94 |
|
|
2024
Q2 | $238K | Buy |
363
+1
| +0.3% | +$656 | 0.05% | 87 |
|
|
2024
Q1 | $236K | Hold |
362
| – | – | 0.05% | 93 |
|
|
2023
Q4 | $226K | Buy |
+362
| New | +$226K | 0.05% | 90 |
|