KCS Wealth Advisory META Holdings History

Number of Shares
15,586.00
Current Holdings Value*
$4.68 Mil
% of Portfolio
2%
Total Estimate Gain
$9.24 Mil
% of Total Estimate Gain
202.82%

KCS Wealth Advisory's Meta Platforms Inc Holding Summary

As of 2023-09-30, KCS Wealth Advisory held 15,586.00 shares of Meta Platforms Inc(META), totaling $4.68 Mil. This investment constitutes 2% of their stock portfolio, and KCS Wealth Advisory now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2018Q3. And since then KCS Wealth Advisory has made 17 purchases of META, at an average price of $178.94, for a total of 25,461.00 shares. In addition, there have been 4 sales at an average price of $262.29 for 9,875.00 shares. Based on historical transaction data and META's current price of $719.01, KCS Wealth Advisory's estimated gain on his META holdings is $9.24 Mil, reflecting a 202.82% gain to date.

KCS Wealth Advisory META ($719.01) Holding Chart

KCS Wealth Advisory META ($719.01) 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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