Number of Shares
5,430.00
Current Holdings Value*
$4.28 Mil
% of Portfolio
2.32%
Total Estimate Gain
$779,678.76
% of Total Estimate Gain
22.20%

Pacific Point Advisors, LLC's Intuit Inc Holding Summary

As of 2025-06-30, Pacific Point Advisors, LLC held 5,430.00 shares of Intuit Inc(INTU), totaling $4.28 Mil. This investment constitutes 2.32% of their stock portfolio, and Pacific Point Advisors, LLC now holds 0% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2024Q4. And since then Pacific Point Advisors, LLC has made 1 purchases of INTU, at an average price of $638.14, for a total of 5,504.00 shares. In addition, there have been 1 sales at an average price of $675.75 for 74.00 shares. Based on historical transaction data and INTU's current price of $781.21, Pacific Point Advisors, LLC's estimated gain on his INTU holdings is $779,678.76, reflecting a 22.20% gain to date.

Pacific Point Advisors, LLC INTU ($781.21) Holding Chart

Pacific Point Advisors, LLC 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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