Guardian Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.15M | Buy |
5,267
+447
| +9% | +$352K | 0.15% | 86 |
|
2025
Q1 | $2.96M | Buy |
4,820
+350
| +8% | +$215K | 0.12% | 92 |
|
2024
Q4 | $2.81M | Hold |
4,470
| – | – | 0.1% | 97 |
|
2024
Q3 | $2.78M | Buy |
4,470
+300
| +7% | +$186K | 0.1% | 93 |
|
2024
Q2 | $2.74M | Sell |
4,170
-2,775
| -40% | -$1.82M | 0.1% | 89 |
|
2024
Q1 | $4.51M | Sell |
6,945
-150
| -2% | -$97.5K | 0.16% | 77 |
|
2023
Q4 | $4.43M | Sell |
7,095
-240
| -3% | -$150K | 0.16% | 76 |
|
2023
Q3 | $3.75M | Sell |
7,335
-475
| -6% | -$243K | 0.14% | 82 |
|
2023
Q2 | $3.58M | Buy |
7,810
+1,430
| +22% | +$655K | 0.11% | 84 |
|
2023
Q1 | $2.84M | Buy |
6,380
+3,960
| +164% | +$1.77M | 0.09% | 90 |
|
2022
Q4 | $942K | Sell |
2,420
-80
| -3% | -$31.1K | 0.03% | 126 |
|
2022
Q3 | $968K | Sell |
2,500
-200
| -7% | -$77.4K | 0.03% | 124 |
|
2022
Q2 | $1.04M | Buy |
2,700
+850
| +46% | +$328K | 0.03% | 125 |
|
2022
Q1 | $890K | Buy |
1,850
+400
| +28% | +$192K | 0.02% | 139 |
|
2021
Q4 | $933K | Buy |
1,450
+95
| +7% | +$61.1K | 0.02% | 137 |
|
2021
Q3 | $731K | Hold |
1,355
| – | – | 0.02% | 145 |
|
2021
Q2 | $664K | Sell |
1,355
-280
| -17% | -$137K | 0.01% | 150 |
|
2021
Q1 | $626K | Sell |
1,635
-165
| -9% | -$63.2K | 0.01% | 148 |
|
2020
Q4 | $684K | Buy |
1,800
+200
| +13% | +$76K | 0.02% | 141 |
|
2020
Q3 | $522K | Hold |
1,600
| – | – | 0.01% | 145 |
|
2020
Q2 | $474K | Buy |
1,600
+170
| +12% | +$50.4K | 0.01% | 134 |
|
2020
Q1 | $329K | Hold |
1,430
| – | – | 0.01% | 137 |
|
2019
Q4 | $375K | Sell |
1,430
-559
| -28% | -$147K | 0.01% | 150 |
|
2019
Q3 | $529K | Buy |
1,989
+244
| +14% | +$64.9K | 0.01% | 131 |
|
2019
Q2 | $456K | Hold |
1,745
| – | – | 0.01% | 131 |
|
2019
Q1 | $456K | Buy |
1,745
+195
| +13% | +$51K | 0.01% | 137 |
|
2018
Q4 | $305K | Buy |
+1,550
| New | +$305K | 0.01% | 166 |
|