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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