Guardian Wealth Advisors (North Carolina)’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
418
+37
| +10% | +$29.1K | 0.02% | 254 |
|
|
2025
Q1 | $234K | Buy |
381
+12
| +3% | +$7.37K | 0.02% | 287 |
|
|
2024
Q4 | $232K | Buy |
369
+17
| +5% | +$10.7K | 0.02% | 293 |
|
|
2024
Q3 | $219K | Sell |
352
-19
| -5% | -$11.8K | 0.02% | 255 |
|
|
2024
Q2 | $244K | Sell |
371
-1
| -0.3% | -$657 | 0.03% | 227 |
|
|
2024
Q1 | $242K | Buy |
372
+46
| +14% | +$29.9K | 0.03% | 238 |
|
|
2023
Q4 | $204K | Buy |
+326
| New | +$204K | 0.03% | 241 |
|
|
2022
Q2 | – | Sell |
-780
| Closed | -$375K | – | 364 |
|
|
2022
Q1 | $375K | Sell |
780
-118
| -13% | -$56.7K | 0.16% | 107 |
|
|
2021
Q4 | $578K | Buy |
+898
| New | +$578K | 0.25% | 71 |
|