Number of Shares
14,039.00
Current Holdings Value*
$8.62 Mil
% of Portfolio
0.83%
Total Estimate Gain
$2.28 Mil
% of Total Estimate Gain
24.28%

Marks Group Wealth Management, Inc's Intuit Inc Holding Summary

As of 2025-03-31, Marks Group Wealth Management, Inc held 14,039.00 shares of Intuit Inc(INTU), totaling $8.62 Mil. This investment constitutes 0.83% of their stock portfolio, and Marks Group Wealth Management, Inc now holds 0.01% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2021Q4. And since then Marks Group Wealth Management, Inc has made 4 purchases of INTU, at an average price of $599.49, for a total of 15,674.00 shares. In addition, there have been 1 sales at an average price of $431.97 for 1,635.00 shares. Based on historical transaction data and INTU's current price of $781.48, Marks Group Wealth Management, Inc's estimated gain on his INTU holdings is $2.28 Mil, reflecting a 24.28% gain to date.

Marks Group Wealth Management, Inc INTU ($781.48) Holding Chart

Marks Group Wealth Management, Inc INTU ($781.48) 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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