Number of Shares
121,699.00
Current Holdings Value*
$89.82 Mil
% of Portfolio
1.64%
Total Estimate Gain
$38.53 Mil
% of Total Estimate Gain
60.83%

Gradient Investments LLC's Meta Platforms Inc Holding Summary

As of 2025-06-30, Gradient Investments LLC held 121,699.00 shares of Meta Platforms Inc(META), totaling $89.82 Mil. This investment constitutes 1.64% of their stock portfolio, and Gradient Investments LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2013Q4. And since then Gradient Investments LLC has made 23 purchases of META, at an average price of $311.13, for a total of 203,575.00 shares. In addition, there have been 14 sales at an average price of $197.34 for 81,876.00 shares. Based on historical transaction data and META's current price of $704.28, Gradient Investments LLC's estimated gain on his META holdings is $38.53 Mil, reflecting a 60.83% gain to date.

Gradient Investments LLC META ($704.28) Holding Chart

Gradient Investments 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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