Number of Shares
14,130.00
Current Holdings Value*
$8.14 Mil
% of Portfolio
8.5%
Total Estimate Gain
$13.98 Mil
% of Total Estimate Gain
107.52%

Davis Equity Portfolio's Meta Platforms Inc Holding Summary

As of 2025-03-31, Davis Equity Portfolio held 14,130.00 shares of Meta Platforms Inc(META), totaling $8.14 Mil. This investment constitutes 8.5% of their stock portfolio, and Davis Equity Portfolio now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2019Q3. And since then Davis Equity Portfolio has made 3 purchases of META, at an average price of $178.26, for a total of 72,950.00 shares. In addition, there have been 13 sales at an average price of $290.31 for 58,820.00 shares. Based on historical transaction data and META's current price of $701.26, Davis Equity Portfolio's estimated gain on his META holdings is $13.98 Mil, reflecting a 107.52% gain to date.

Davis Equity Portfolio META ($701.26) Holding Chart

Davis Equity Portfolio META ($701.26) 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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