Number of Shares
17,295.00
Current Holdings Value*
$9.97 Mil
% of Portfolio
3.89%
Total Estimate Gain
$8.71 Mil
% of Total Estimate Gain
169.33%

Bell & Brown Wealth Advisors, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Bell & Brown Wealth Advisors, LLC held 17,295.00 shares of Meta Platforms Inc(META), totaling $9.97 Mil. This investment constitutes 3.89% of their stock portfolio, and Bell & Brown Wealth Advisors, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2018Q2. And since then Bell & Brown Wealth Advisors, LLC has made 13 purchases of META, at an average price of $220.13, for a total of 23,376.00 shares. In addition, there have been 10 sales at an average price of $276.07 for 6,081.00 shares. Based on historical transaction data and META's current price of $704.28, Bell & Brown Wealth Advisors, LLC's estimated gain on his META holdings is $8.71 Mil, reflecting a 169.33% gain to date.

Bell & Brown Wealth Advisors, LLC META ($704.28) Holding Chart

Bell & Brown Wealth 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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