Number of Shares
5,036.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
2.36%
Total Estimate Gain
$7.80 Mil
% of Total Estimate Gain
92.56%

AFFINITY INVESTMENT ADVISORS, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, AFFINITY INVESTMENT ADVISORS, LLC held 5,036.00 shares of Meta Platforms Inc(META), totaling $2.90 Mil. This investment constitutes 2.36% of their stock portfolio, and AFFINITY INVESTMENT ADVISORS, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2016Q1. And since then AFFINITY INVESTMENT ADVISORS, LLC has made 6 purchases of META, at an average price of $125.21, for a total of 67,274.00 shares. In addition, there have been 14 sales at an average price of $202.30 for 62,238.00 shares. Based on historical transaction data and META's current price of $720.67, AFFINITY INVESTMENT ADVISORS, LLC's estimated gain on his META holdings is $7.80 Mil, reflecting a 92.56% gain to date.

AFFINITY INVESTMENT ADVISORS, LLC META ($720.67) Holding Chart

AFFINITY INVESTMENT ADVISORS, LLC META ($720.67) 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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