Number of Shares
192,340.00
Current Holdings Value*
$110.86 Mil
% of Portfolio
2.11%
Total Estimate Gain
$42.25 Mil
% of Total Estimate Gain
31.65%

Crestwood Advisors Group, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Crestwood Advisors Group, LLC held 192,340.00 shares of Meta Platforms Inc(META), totaling $110.86 Mil. This investment constitutes 2.11% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 0.01% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2014Q4. And since then Crestwood Advisors Group, LLC has made 11 purchases of META, at an average price of $363.78, for a total of 366,894.00 shares. In addition, there have been 19 sales at an average price of $230.62 for 174,554.00 shares. Based on historical transaction data and META's current price of $704.28, Crestwood Advisors Group, LLC's estimated gain on his META holdings is $42.25 Mil, reflecting a 31.65% gain to date.

Crestwood Advisors Group, LLC META ($704.28) Holding Chart

Crestwood Advisors Group, 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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