Anchor Investment Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Buy
2,525
+83
+3% +$65.4K 0.17% 135
2025
Q1
$1.5M Buy
2,442
+54
+2% +$33.2K 0.14% 148
2024
Q4
$1.5M Sell
2,388
-27
-1% -$17K 0.14% 151
2024
Q3
$1.5M Buy
2,415
+150
+7% +$93.2K 0.14% 151
2024
Q2
$1.49M Sell
2,265
-38
-2% -$25K 0.15% 141
2024
Q1
$1.5M Buy
2,303
+224
+11% +$146K 0.16% 145
2023
Q4
$1.3M Sell
2,079
-192
-8% -$120K 0.15% 151
2023
Q3
$1.16M Sell
2,271
-59
-3% -$30.1K 0.15% 144
2023
Q2
$1.07M Buy
2,330
+7
+0.3% +$3.21K 0.14% 152
2023
Q1
$1.04M Buy
2,323
+114
+5% +$50.8K 0.14% 157
2022
Q4
$860K Buy
2,209
+73
+3% +$28.4K 0.12% 172
2022
Q3
$827K Buy
2,136
+44
+2% +$17K 0.13% 163
2022
Q2
$806K Buy
2,092
+29
+1% +$11.2K 0.12% 170
2022
Q1
$992K Buy
2,063
+132
+7% +$63.5K 0.13% 169
2021
Q4
$1.24M Buy
1,931
+30
+2% +$19.3K 0.15% 144
2021
Q3
$1.03M Sell
1,901
-32
-2% -$17.3K 0.14% 159
2021
Q2
$948K Buy
1,933
+143
+8% +$70.1K 0.13% 172
2021
Q1
$686K Buy
1,790
+985
+122% +$377K 0.1% 189
2020
Q4
$306K Buy
805
+90
+13% +$34.2K 0.06% 232
2020
Q3
$233K Buy
715
+90
+14% +$29.4K 0.05% 254
2020
Q2
$185K Hold
625
0.04% 279
2020
Q1
$144K Buy
625
+75
+14% +$17.3K 0.04% 295
2019
Q4
$144K Buy
550
+200
+57% +$52.4K 0.03% 328
2019
Q3
$93.1K Buy
350
+50
+17% +$13.3K 0.02% 371
2019
Q2
$78.4K Buy
300
+275
+1,100% +$71.9K 0.02% 394
2019
Q1
$6.54K Buy
+25
New +$6.54K ﹤0.01% 666