Number of Shares
329.00
Current Holdings Value*
$202,000.00
% of Portfolio
0.17%
Total Estimate Gain
$50,047.48
% of Total Estimate Gain
25.33%

Morey & Quinn Wealth Partners, LLC's Intuit Inc Holding Summary

As of 2025-03-31, Morey & Quinn Wealth Partners, LLC held 329.00 shares of Intuit Inc(INTU), totaling $202,000.00. This investment constitutes 0.17% of their stock portfolio, and Morey & Quinn Wealth Partners, LLC now holds 0% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2025Q1. And since then Morey & Quinn Wealth Partners, LLC has made 1 purchases of INTU, at an average price of $600.51, for a total of 329.00 shares. Based on historical transaction data and INTU's current price of $752.63, Morey & Quinn Wealth Partners, LLC's estimated gain on his INTU holdings is $50,047.48, reflecting a 25.33% gain to date.

Morey & Quinn Wealth Partners, LLC INTU ($752.63) Holding Chart

Morey & Quinn Wealth Partners, LLC 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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