Intuit shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Intuit (INTU) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Intuit
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Quarterly reported holdings in Intuit by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $794k | 1.3k | 628.42 |
| 2024-09-30 | $963k | 1.6k | 620.89 |
| 2024-06-30 | $1.0M | 1.5k | 657.06 |
| 2024-03-31 | $1.0M | 1.5k | 649.81 |
| 2023-12-31 | $974k | 1.6k | 625.21 |
| 2023-09-30 | $784k | 1.5k | 511.05 |
| 2023-06-30 | $703k | 1.5k | 458.26 |
| 2023-03-31 | $697k | 1.6k | 445.87 |
| 2022-12-31 | $640k | 1.6k | 389.22 |
| 2022-09-30 | $570k | 1.5k | 387.49 |
| 2022-06-30 | $233k | 604 | 385.76 |
| 2022-03-31 | $129k | 268 | 481.34 |
| 2021-12-31 | $172k | 268 | 643.22 |
| 2021-09-30 | $145k | 268 | 539.51 |
| 2021-06-30 | $131k | 268 | 490.17 |
| 2021-03-31 | $103k | 268 | 383.06 |
| 2020-12-31 | $102k | 268 | 380.60 |
| 2020-09-30 | $87k | 268 | 326.21 |
| 2020-06-30 | $79k | 5.2k | 15.22 |
| 2020-03-31 | $62k | 268 | 230.00 |
| 2019-12-31 | $72k | 275 | 261.93 |
| 2019-09-30 | $47k | 180 | 261.11 |
| 2019-06-30 | $47k | 180 | 261.33 |
| 2019-03-31 | $47k | 180 | 261.41 |
| 2018-12-31 | $35k | 180 | 194.44 |
| 2018-09-30 | $40k | 180 | 222.22 |