Cromwell Sustainable Balanced Fund META Holdings History
Cromwell Sustainable Balanced Fund's Meta Platforms Inc Holding Summary
As of 2025-03-31, Cromwell Sustainable Balanced Fund held 649.00 shares of Meta Platforms Inc(META), totaling $374,060.00. This investment constitutes 5.34% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2024Q1. And since then Cromwell Sustainable Balanced Fund has made 2 purchases of META, at an average price of $466.77, for a total of 649.00 shares. Based on historical transaction data and META's current price of $713.58, Cromwell Sustainable Balanced Fund's estimated gain on his META holdings is $160,180.32, reflecting a 52.88% gain to date.
Cromwell Sustainable Balanced Fund META ($713.58) Holding Chart
Cromwell Sustainable Balanced Fund META ($713.58) 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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