James Aggressive Allocation Fund META Holdings History
James Aggressive Allocation Fund's Meta Platforms Inc Holding Summary
As of 2025-03-31, JAMES ADVANTAGE FUNDS held 1,190.00 shares of Meta Platforms Inc(META), totaling $685,870.00. This investment constitutes 3.61% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2022Q1. And since then James Aggressive Allocation Fund has made 3 purchases of META, at an average price of $211.11, for a total of 1,300.00 shares. In addition, there have been 3 sales at an average price of $464.17 for 110.00 shares. Based on historical transaction data and META's current price of $701.41, James Aggressive Allocation Fund's estimated gain on his META holdings is $611,289.25, reflecting a 222.73% gain to date.
James Aggressive Allocation Fund META ($701.41) Holding Chart
James Aggressive Allocation Fund META ($701.41) 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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