A detailed history of Heritage Wealth Advisors transactions in Intuit Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,551 shares of INTU stock, worth $1.05 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,551
Previous 1,535 1.04%
Holding current value
$1.05 Million
Previous $1.01 Million 4.46%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$602.97 - $670.49 $9,647 - $10,727
16 Added 1.04%
1,551 $963,000
Q2 2024

Aug 05, 2024

SELL
$562.97 - $670.27 $3,940 - $4,691
-7 Reduced 0.45%
1,535 $1.01 Million
Q1 2024

May 08, 2024

SELL
$586.82 - $669.36 $9,389 - $10,709
-16 Reduced 1.03%
1,542 $1 Million
Q4 2023

Feb 09, 2024

BUY
$479.45 - $629.12 $11,506 - $15,098
24 Added 1.56%
1,558 $973,000
Q2 2023

Aug 09, 2023

SELL
$406.09 - $459.63 $11,776 - $13,329
-29 Reduced 1.86%
1,534 $702,000
Q1 2023

May 04, 2023

SELL
$375.62 - $452.16 $30,049 - $36,172
-80 Reduced 4.87%
1,563 $696,000
Q4 2022

Feb 06, 2023

BUY
$356.47 - $432.08 $61,312 - $74,317
172 Added 11.69%
1,643 $639,000
Q3 2022

Nov 10, 2022

BUY
$379.87 - $489.23 $329,347 - $424,162
867 Added 143.54%
1,471 $570,000
Q2 2022

Aug 04, 2022

BUY
$353.31 - $505.65 $118,712 - $169,898
336 Added 125.37%
604 $233,000
Q2 2020

Jul 17, 2020

SELL
$218.12 - $296.19 $1.07 Million - $1.46 Million
-4,923 Reduced 94.84%
268 $79,000
Q2 2020

Jul 17, 2020

BUY
$218.12 - $296.19 $1.07 Million - $1.46 Million
4,923 Added 1836.94%
5,191 $79,000
Q1 2020

May 05, 2020

SELL
$194.72 - $305.61 $1,363 - $2,139
-7 Reduced 2.55%
268 $61,000
Q4 2019

Feb 04, 2020

BUY
$251.9 - $273.5 $23,930 - $25,982
95 Added 52.78%
275 $72,000
Q3 2018

Nov 14, 2018

BUY
$202.68 - $228.18 $36,482 - $41,072
180 New
180 $40,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $191B
  • Description
  • Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & ...
More about INTU
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