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 |
|