Guardian Wealth Advisors (North Carolina)’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Sell
2025
Q2
$329K Buy
2025
Q1
$234K Buy
2024
Q4
$232K Buy
2024
Q3
$219K Sell
2024
Q2
$244K Sell
2024
Q1
$242K Buy
2023
Q4
$204K Buy
2022
Q2
Sell
2022
Q1
$375K Sell
2021
Q4
$578K Buy