Number of Shares
9,048.00
Current Holdings Value*
$5.22 Mil
% of Portfolio
3.11%
Total Estimate Gain
$7.95 Mil
% of Total Estimate Gain
348.88%

Evergreen Wealth Management, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Evergreen Wealth Management, LLC held 9,048.00 shares of Meta Platforms Inc(META), totaling $5.22 Mil. This investment constitutes 3.11% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2022Q4. And since then Evergreen Wealth Management, LLC has made 1 purchases of META, at an average price of $117.83, for a total of 19,338.00 shares. In addition, there have been 6 sales at an average price of $369.38 for 10,290.00 shares. Based on historical transaction data and META's current price of $710.39, Evergreen Wealth Management, LLC's estimated gain on his META holdings is $7.95 Mil, reflecting a 348.88% gain to date.

Evergreen Wealth Management, LLC META ($710.39) Holding Chart

Evergreen Wealth Management, LLC META ($710.39) 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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