Number of Shares
7,291.00
Current Holdings Value*
$4.20 Mil
% of Portfolio
1.78%
Total Estimate Gain
$2.72 Mil
% of Total Estimate Gain
63.43%

Annis Gardner Whiting Capital Advisors, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Annis Gardner Whiting Capital Advisors, LLC held 7,291.00 shares of Meta Platforms Inc(META), totaling $4.20 Mil. This investment constitutes 1.78% of their stock portfolio, and Annis Gardner Whiting Capital Advisors, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2023Q3. And since then Annis Gardner Whiting Capital Advisors, LLC has made 3 purchases of META, at an average price of $410.87, for a total of 10,449.00 shares. In addition, there have been 3 sales at an average price of $595.74 for 3,158.00 shares. Based on historical transaction data and META's current price of $704.28, Annis Gardner Whiting Capital Advisors, LLC's estimated gain on his META holdings is $2.72 Mil, reflecting a 63.43% gain to date.

Annis Gardner Whiting Capital Advisors, LLC META ($704.28) Holding Chart

Annis Gardner Whiting Capital Advisors, LLC META ($704.28) 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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