Ancora Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
1,240
+1
| +0.1% | +$788 | 0.02% | 404 |
|
|
2025
Q1 | $761K | Sell |
1,239
-145
| -10% | -$89K | 0.02% | 434 |
|
|
2024
Q4 | $870K | Hold |
1,384
| – | – | 0.02% | 427 |
|
|
2024
Q3 | $860K | Sell |
1,384
-59
| -4% | -$36.6K | 0.02% | 412 |
|
|
2024
Q2 | $948K | Buy |
1,443
+50
| +4% | +$32.9K | 0.02% | 380 |
|
|
2024
Q1 | $906K | Buy |
1,393
+11
| +0.8% | +$7.15K | 0.02% | 397 |
|
|
2023
Q4 | $864K | Buy |
1,382
+108
| +8% | +$67.5K | 0.02% | 388 |
|
|
2023
Q3 | $651K | Sell |
1,274
-133
| -9% | -$68K | 0.02% | 412 |
|
|
2023
Q2 | $645K | Buy |
1,407
+5
| +0.4% | +$2.29K | 0.02% | 417 |
|
|
2023
Q1 | $625K | Sell |
1,402
-66
| -4% | -$29.4K | 0.02% | 419 |
|
|
2022
Q4 | $572K | Sell |
1,468
-92
| -6% | -$35.8K | 0.02% | 449 |
|
|
2022
Q3 | $605K | Buy |
1,560
+8
| +0.5% | +$3.1K | 0.02% | 447 |
|
|
2022
Q2 | $598K | Buy |
1,552
+5
| +0.3% | +$1.93K | 0.02% | 462 |
|
|
2022
Q1 | $744K | Buy |
1,547
+161
| +12% | +$77.4K | 0.02% | 436 |
|
|
2021
Q4 | $892K | Buy |
1,386
+6
| +0.4% | +$3.86K | 0.02% | 397 |
|
|
2021
Q3 | $745K | Buy |
1,380
+30
| +2% | +$16.2K | 0.02% | 441 |
|
|
2021
Q2 | $662K | Hold |
1,350
| – | – | 0.02% | 474 |
|
|
2021
Q1 | $517K | Sell |
1,350
-56
| -4% | -$21.4K | 0.01% | 508 |
|
|
2020
Q4 | $534K | Buy |
1,406
+62
| +5% | +$23.5K | 0.02% | 449 |
|
|
2020
Q3 | $439K | Hold |
1,344
| – | – | 0.02% | 442 |
|
|
2020
Q2 | $399K | Hold |
1,344
| – | – | 0.02% | 455 |
|
|
2020
Q1 | $309K | Buy |
1,344
+177
| +15% | +$40.7K | 0.01% | 538 |
|
|
2019
Q4 | $306K | Buy |
1,167
+211
| +22% | +$55.3K | 0.01% | 572 |
|
|
2019
Q3 | $254K | Buy |
+956
| New | +$254K | 0.01% | 556 |
|
|
2018
Q4 | – | Sell |
-429
| Closed | -$98K | – | 904 |
|
|
2018
Q3 | $98K | Buy |
+429
| New | +$98K | ﹤0.01% | 758 |
|
|
2017
Q1 | – | Sell |
-25
| Closed | -$3K | – | 840 |
|
|
2016
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 1153 |
|