Intuit shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Intuit
Tip: Access up to 7 years of quarterly data
All positions including Intuit held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Intuit by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $860k | 1.3k | 682.91 |
| 2025-06-30 | $992k | 1.3k | 787.63 |
| 2025-03-31 | $393k | 640 | 613.99 |
| 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 |