Income Equity Fund META Holdings History

Number of Shares
14,432.00
Current Holdings Value*
$8.32 Mil
% of Portfolio
3.73%
Total Estimate Gain
$3.52 Mil
% of Total Estimate Gain
43.65%

Income Equity Fund's Meta Platforms Inc Holding Summary

As of 2025-03-31, Income Equity Fund held 14,432.00 shares of Meta Platforms Inc(META), totaling $8.32 Mil. This investment constitutes 3.73% of their stock portfolio, and Income Equity Fund now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2019Q3. And since then Income Equity Fund has made 9 purchases of META, at an average price of $377.46, for a total of 21,339.00 shares. In addition, there have been 3 sales at an average price of $184.19 for 6,907.00 shares. Based on historical transaction data and META's current price of $713.58, Income Equity Fund's estimated gain on his META holdings is $3.52 Mil, reflecting a 43.65% gain to date.

Income Equity Fund META ($713.58) Holding Chart

Income Equity 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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