Number of Shares
1,633.00
Current Holdings Value*
$1.00 Mil
% of Portfolio
3.97%
Total Estimate Gain
$521,969.16
% of Total Estimate Gain
58.35%

Cromwell Tran Sustainable Focus Fund's Intuit Inc Holding Summary

As of 2025-03-31, Total Fund Solution held 1,633.00 shares of Intuit Inc(INTU), totaling $1.00 Mil. This investment constitutes 3.97% of their stock portfolio, and Total Fund Solution now holds 0% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2023Q2. And since then Cromwell Tran Sustainable Focus Fund has made 2 purchases of INTU, at an average price of $453.43, for a total of 1,973.00 shares. In addition, there have been 1 sales at an average price of $551.59 for 340.00 shares. Based on historical transaction data and INTU's current price of $752.63, Cromwell Tran Sustainable Focus Fund's estimated gain on his INTU holdings is $521,969.16, reflecting a 58.35% gain to date.

Cromwell Tran Sustainable Focus Fund INTU ($752.63) Holding Chart

Cromwell Tran Sustainable Focus Fund INTU ($752.63) 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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