Number of Shares
25,309.00
Current Holdings Value*
$15.54 Mil
% of Portfolio
3.61%
Total Estimate Gain
$12.20 Mil
% of Total Estimate Gain
56.34%

MONTAG & CALDWELL, LLC's Intuit Inc Holding Summary

As of 2025-03-31, MONTAG & CALDWELL, LLC held 25,309.00 shares of Intuit Inc(INTU), totaling $15.54 Mil. This investment constitutes 3.61% of their stock portfolio, and MONTAG & CALDWELL, LLC now holds 0.01% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2022Q2. And since then MONTAG & CALDWELL, LLC has made 3 purchases of INTU, at an average price of $430.81, for a total of 50,273.00 shares. In addition, there have been 5 sales at an average price of $572.84 for 24,964.00 shares. Based on historical transaction data and INTU's current price of $772.86, MONTAG & CALDWELL, LLC's estimated gain on his INTU holdings is $12.20 Mil, reflecting a 56.34% gain to date.

MONTAG & CALDWELL, LLC INTU ($772.86) Holding Chart

MONTAG & CALDWELL, LLC INTU ($772.86) 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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