Number of Shares
8,769.00
Current Holdings Value*
$6.47 Mil
% of Portfolio
3.04%
Total Estimate Gain
$5.05 Mil
% of Total Estimate Gain
90.15%

Lewis Asset Management, LLC's Meta Platforms Inc Holding Summary

As of 2025-06-30, Lewis Asset Management, LLC held 8,769.00 shares of Meta Platforms Inc(META), totaling $6.47 Mil. This investment constitutes 3.04% of their stock portfolio, and Lewis Asset Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2023Q4. And since then Lewis Asset Management, LLC has made 1 purchases of META, at an average price of $326.95, for a total of 17,146.00 shares. In addition, there have been 5 sales at an average price of $525.29 for 8,377.00 shares. Based on historical transaction data and META's current price of $713.78, Lewis Asset Management, LLC's estimated gain on his META holdings is $5.05 Mil, reflecting a 90.15% gain to date.

Lewis Asset Management, LLC META ($713.78) Holding Chart

Lewis Asset Management, LLC META ($713.78) 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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