Intuit shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Intuit
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All positions including Intuit held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuit by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $400k | 636 | 628.50 |
| 2024-06-30 | $1.3M | 1.9k | 657.21 |
| 2024-03-31 | $1.3M | 2.0k | 650.00 |
| 2023-12-31 | $836k | 1.3k | 625.03 |
| 2023-09-30 | $339k | 663 | 510.94 |
| 2023-06-30 | $304k | 663 | 458.19 |