Allen Capital Group, LLC INTU Holdings History
Number of Shares
5,846.00
Current Holdings Value*
$3.59 Mil
% of Portfolio
0.4%
Total Estimate Gain
$1.04 Mil
% of Total Estimate Gain
29.60%
Allen Capital Group, LLC's Intuit Inc Holding Summary
As of 2025-03-31, Allen Capital Group, LLC held 5,846.00 shares of Intuit Inc(INTU), totaling $3.59 Mil. This investment constitutes 0.4% of their stock portfolio, and Allen Capital Group, LLC now holds 0% of the outstanding Intuit Inc(INTU) stock.
The initial trade took place in 2025Q1. And since then Allen Capital Group, LLC has made 1 purchases of INTU, at an average price of $600.51, for a total of 5,846.00 shares. Based on historical transaction data and INTU's current price of $778.29, Allen Capital Group, LLC's estimated gain on his INTU holdings is $1.04 Mil, reflecting a 29.60% gain to date.
Allen Capital Group, LLC INTU ($778.29) Holding Chart
Allen Capital Group, LLC INTU ($778.29) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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