Heritage Trust’s Intuit INTU Stock Holding History

Heritage Trust’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$860K	Hold
2025 Q2	$992K	Buy
2025 Q1	$393K	Buy
2024 Q4	$400K	Buy
2024 Q2	$1.25M	Sell
2024 Q1	$1.28M	Buy
2023 Q4	$836K	Buy
2023 Q3	$339K	Hold
2023 Q2	$304K	Buy