CAPITAL & PLANNING, LLC META Holdings History
Number of Shares
3,817.00
Current Holdings Value*
$2.20 Mil
% of Portfolio
1.63%
Total Estimate Gain
$435,167.28
% of Total Estimate Gain
18.98%
CAPITAL & PLANNING, LLC's Meta Platforms Inc Holding Summary
As of 2025-03-31, CAPITAL & PLANNING, LLC held 3,817.00 shares of Meta Platforms Inc(META), totaling $2.20 Mil. This investment constitutes 1.63% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of META, at an average price of $600.79, for a total of 3,817.00 shares. Based on historical transaction data and META's current price of $714.80, CAPITAL & PLANNING, LLC's estimated gain on his META holdings is $435,167.28, reflecting a 18.98% gain to date.
CAPITAL & PLANNING, LLC META ($714.80) Holding Chart
CAPITAL & PLANNING, LLC META ($714.80) 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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