Number of Shares
2,400.00
Current Holdings Value*
$1.50 Mil
% of Portfolio
2.69%
Total Estimate Gain
$844,556.50
% of Total Estimate Gain
85.69%

CCM Core Impact Equity Fund's Intuit Inc Holding Summary

As of 2023-12-31, CCM Core Impact Equity Fund held 2,400.00 shares of Intuit Inc(INTU), totaling $1.50 Mil. This investment constitutes 2.69% of their stock portfolio, and CCM Core Impact Equity Fund now holds 0% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2022Q2. And since then CCM Core Impact Equity Fund has made 4 purchases of INTU, at an average price of $410.65, for a total of 2,400.00 shares. Based on historical transaction data and INTU's current price of $762.55, CCM Core Impact Equity Fund's estimated gain on his INTU holdings is $844,556.50, reflecting a 85.69% gain to date.

CCM Core Impact Equity Fund INTU ($762.55) Holding Chart

CCM Core Impact Equity Fund INTU ($762.55) 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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