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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $302K | Buy |
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|
2025
Q3 | $278K | Sell |
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|
2025
Q2 | $329K | Buy |
|
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|
2025
Q1 | $234K | Buy |
|
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|
2024
Q4 | $232K | Buy |
|
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $204K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $578K | Buy |
|