Number of Shares
123,406.00
Current Holdings Value*
$71.13 Mil
% of Portfolio
26.36%
Total Estimate Gain
$1.10 Bil
% of Total Estimate Gain
48.66%

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 %

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