Number of Shares
1,000.00
Current Holdings Value*
$576,360.00
% of Portfolio
0.66%
Total Estimate Gain
$190,065.00
% of Total Estimate Gain
16.19%

KDK Private Wealth Management, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, KDK Private Wealth Management, LLC held 1,000.00 shares of Meta Platforms Inc(META), totaling $576,360.00. This investment constitutes 0.66% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $645.17 for 1,000.00 shares. Based on historical transaction data and META's current price of $719.18, KDK Private Wealth Management, LLC's estimated gain on his META holdings is $190,065.00, reflecting a 16.19% gain to date.

KDK Private Wealth Management, LLC META ($719.18) Holding Chart

KDK Private Wealth Management, LLC META ($719.18) 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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