Marshall & Sterling Wealth Advisors Inc. INTU Holdings History
Number of Shares
4.00
Current Holdings Value*
$2,460.00
% of Portfolio
0%
Total Estimate Gain
$-32,505.20
% of Total Estimate Gain
-5.97%
Marshall & Sterling Wealth Advisors Inc.'s Intuit Inc Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 4.00 shares of Intuit Inc(INTU), totaling $2,460.00. This investment constitutes 0% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0% of the outstanding Intuit Inc(INTU) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $600.51 for 848.00 shares. Based on historical transaction data and INTU's current price of $781.21, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his INTU holdings is $-32,505.20, reflecting a -5.97% gain to date.
Marshall & Sterling Wealth Advisors Inc. INTU ($781.21) Holding Chart
Marshall & Sterling Wealth Advisors Inc. INTU ($781.21) 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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