Number of Shares
2,800.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
2.47%
Total Estimate Gain
$886,764.80
% of Total Estimate Gain
44.02%

DANA EPIPHANY EQUITY FUND's Meta Platforms Inc Holding Summary

As of 2025-04-30, DANA EPIPHANY EQUITY FUND held 2,800.00 shares of Meta Platforms Inc(META), totaling $1.54 Mil. This investment constitutes 2.47% of their stock portfolio, and DANA EPIPHANY EQUITY FUND now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2020Q2. And since then DANA EPIPHANY EQUITY FUND has made 6 purchases of META, at an average price of $387.37, for a total of 5,200.00 shares. In addition, there have been 3 sales at an average price of $371.70 for 2,400.00 shares. Based on historical transaction data and META's current price of $717.51, DANA EPIPHANY EQUITY FUND's estimated gain on his META holdings is $886,764.80, reflecting a 44.02% gain to date.

DANA EPIPHANY EQUITY FUND META ($717.51) Holding Chart

DANA EPIPHANY EQUITY FUND META ($717.51) 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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