Number of Shares
4,258.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
1.1%
Total Estimate Gain
$755,458.04
% of Total Estimate Gain
23.30%

VCI Wealth Management LLC's Intuit Inc Holding Summary

As of 2025-03-31, VCI Wealth Management LLC held 4,258.00 shares of Intuit Inc(INTU), totaling $2.61 Mil. This investment constitutes 1.1% of their stock portfolio, and VCI Wealth Management LLC now holds 0% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2023Q4. And since then VCI Wealth Management LLC has made 1 purchases of INTU, at an average price of $589.46, for a total of 5,500.00 shares. In addition, there have been 1 sales at an average price of $638.33 for 1,242.00 shares. Based on historical transaction data and INTU's current price of $752.63, VCI Wealth Management LLC's estimated gain on his INTU holdings is $755,458.04, reflecting a 23.30% gain to date.

VCI Wealth Management LLC INTU ($752.63) Holding Chart

VCI Wealth Management 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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