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Intuit shares owned by Heron Financial Group

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Heron Financial Group from 13F filings

Historical chart of Heron Financial Group investment in Intuit

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All positions including Intuit held by Heron Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Heron Financial Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $656k 1.4k 458.19
2023-03-31 $626k 1.4k 445.83
2022-12-31 $496k 1.3k 375.62
2022-09-30 $516k 1.3k 387.68
2022-06-30 $517k 1.3k 385.53
2022-03-31 $640k 1.3k 481.20
2021-12-31 $816k 1.5k 560.82
2021-09-30 $930k 1.7k 539.44
2021-06-30 $845k 1.7k 490.14
2021-03-31 $753k 1.9k 395.48
2020-12-31 $706k 1.9k 368.86
2020-09-30 $653k 2.0k 331.14
2020-06-30 $641k 2.1k 307.73
2020-03-31 $555k 2.1k 261.42
2019-12-31 $632k 2.1k 296.99