Heron Financial Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $656K | Buy |
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|
2023
Q1 | $625K | Buy |
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $816K | Sell |
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|
2021
Q3 | $930K | Hold |
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|
2021
Q2 | $845K | Sell |
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|
2021
Q1 | $753K | Sell |
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|
2020
Q4 | $706K | Sell |
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|
2020
Q3 | $653K | Sell |
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|
2020
Q2 | $641K | Sell |
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|
2020
Q1 | $555K | Sell |
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|
2019
Q4 | $632K | Buy |
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