Concentrum Wealth Management META Holdings History
Concentrum Wealth Management's Meta Platforms Inc Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 123,406.00 shares of Meta Platforms Inc(META), totaling $71.13 Mil. This investment constitutes 26.36% of their stock portfolio, and Concentrum Wealth Management now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2018Q4. And since then Concentrum Wealth Management has made 6 purchases of META, at an average price of $300.53, for a total of 7.51 Mil shares. In addition, there have been 19 sales at an average price of $442.51 for 7.38 Mil shares. Based on historical transaction data and META's current price of $701.41, Concentrum Wealth Management's estimated gain on his META holdings is $1.10 Bil, reflecting a 48.66% gain to date.
Concentrum Wealth Management META ($701.41) Holding Chart
Concentrum Wealth Management META ($701.41) 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 % |
Top Ranked Articles
- 1