Guardian Capital Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.62M Sell
4,317
-385
-8% -$233K 0.26% 79
2024
Q2
$2.98M Buy
4,702
+2,435
+107% +$1.54M 0.32% 75
2024
Q1
$1.39M Sell
2,267
-1,055
-32% -$647K 0.15% 92
2023
Q4
$1.99M Buy
3,322
+700
+27% +$419K 0.21% 91
2023
Q3
$1.42M Buy
2,622
+845
+48% +$458K 0.16% 100
2023
Q2
$847K Buy
+1,777
New +$847K 0.1% 100