Intuit shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Intuit
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All positions including Intuit held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 364 | 682.61 |
| 2025-06-30 | $286k | 364 | 786.84 |
| 2025-03-31 | $223k | 363 | 614.61 |
| 2024-12-31 | $228k | 363 | 628.70 |
| 2024-09-30 | $225k | 363 | 620.77 |
| 2024-06-30 | $238k | 363 | 655.65 |
| 2024-03-31 | $236k | 362 | 651.93 |
| 2023-12-31 | $226k | 362 | 624.31 |