Heritage Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Buy |
1,259
+619
| +97% | +$488K | 0.11% | 165 |
|
|
2025
Q1 | $393K | Buy |
640
+4
| +0.6% | +$2.46K | 0.05% | 234 |
|
|
2024
Q4 | $400K | Buy |
+636
| New | +$400K | 0.05% | 234 |
|
|
2024
Q2 | $1.25M | Sell |
1,908
-59
| -3% | -$38.8K | 0.17% | 133 |
|
|
2024
Q1 | $1.28M | Buy |
1,967
+630
| +47% | +$410K | 0.17% | 130 |
|
|
2023
Q4 | $836K | Buy |
1,337
+674
| +102% | +$421K | 0.12% | 153 |
|
|
2023
Q3 | $339K | Hold |
663
| – | – | 0.05% | 208 |
|
|
2023
Q2 | $304K | Buy |
+663
| New | +$304K | 0.04% | 223 |
|