LKCM Balanced Fund META Holdings History

Number of Shares
3,275.00
Current Holdings Value*
$1.89 Mil
% of Portfolio
2.51%
Total Estimate Gain
$1.82 Mil
% of Total Estimate Gain
151.63%

LKCM Balanced Fund's Meta Platforms Inc Holding Summary

As of 2025-03-31, LKCM Funds held 3,275.00 shares of Meta Platforms Inc(META), totaling $1.89 Mil. This investment constitutes 2.51% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2020Q1. And since then LKCM Balanced Fund has made 2 purchases of META, at an average price of $214.74, for a total of 5,600.00 shares. In addition, there have been 4 sales at an average price of $298.27 for 2,325.00 shares. Based on historical transaction data and META's current price of $712.22, LKCM Balanced Fund's estimated gain on his META holdings is $1.82 Mil, reflecting a 151.63% gain to date.

LKCM Balanced Fund META ($712.22) Holding Chart

LKCM Balanced Fund META ($712.22) 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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