A detailed history of Heron Financial Group, LLC transactions in Intuit Inc stock. As of the latest transaction made, Heron Financial Group, LLC holds 1,431 shares of INTU stock, worth $916,011. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,431
Previous 1,403 2.0%
Holding current value
$916,011
Previous $625,000 4.8%
% of portfolio
0.35%
Previous 0.34%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

BUY
$406.09 - $459.63 $11,370 - $12,869
28 Added 2.0%
1,431 $655,000
Q1 2023

Apr 19, 2023

BUY
$375.62 - $452.16 $30,800 - $37,077
82 Added 6.21%
1,403 $625,000
Q4 2022

Feb 14, 2023

SELL
$356.47 - $432.08 $3,564 - $4,320
-10 Reduced 0.75%
1,321 $514,000
Q3 2022

Oct 27, 2022

SELL
$379.87 - $489.23 $3,798 - $4,892
-10 Reduced 0.75%
1,331 $516,000
Q2 2022

Jul 29, 2022

BUY
$353.31 - $505.65 $3,886 - $5,562
11 Added 0.83%
1,341 $517,000
Q1 2022

May 12, 2022

SELL
$424.63 - $631.47 $53,078 - $78,933
-125 Reduced 8.59%
1,330 $640,000
Q4 2021

Feb 04, 2022

SELL
$525.35 - $694.66 $141,319 - $186,863
-269 Reduced 15.6%
1,455 $816,000
Q2 2021

Aug 16, 2021

SELL
$392.04 - $491.4 $70,567 - $88,452
-180 Reduced 9.45%
1,724 $845,000
Q1 2021

Apr 14, 2021

SELL
$361.0 - $422.26 $3,610 - $4,222
-10 Reduced 0.52%
1,904 $753,000
Q4 2020

Feb 16, 2021

SELL
$314.68 - $381.16 $18,251 - $22,107
-58 Reduced 2.94%
1,914 $706,000
Q3 2020

Oct 15, 2020

SELL
$285.37 - $354.18 $31,676 - $39,313
-111 Reduced 5.33%
1,972 $653,000
Q2 2020

Jul 20, 2020

SELL
$218.12 - $296.19 $8,724 - $11,847
-40 Reduced 1.88%
2,083 $641,000
Q1 2020

Apr 23, 2020

SELL
$194.72 - $305.61 $973 - $1,528
-5 Reduced 0.23%
2,123 $555,000
Q4 2019

Feb 14, 2020

BUY
$251.9 - $273.5 $536,043 - $582,008
2,128 New
2,128 $632,000

Others Institutions Holding INTU

About INTUIT INC


  • Ticker INTU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 281,870,016
  • Market Cap $180B
  • 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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