KDK Private Wealth Management, LLC META Holdings History
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 % |
Top Ranked Articles
- 1