Number of Shares
20,827.00
Current Holdings Value*
$12.00 Mil
% of Portfolio
3.5%
Total Estimate Gain
$8.58 Mil
% of Total Estimate Gain
114.44%

Lorne Steinberg Wealth Management Inc.'s Meta Platforms Inc Holding Summary

As of 2025-03-31, Lorne Steinberg Wealth Management Inc. held 20,827.00 shares of Meta Platforms Inc(META), totaling $12.00 Mil. This investment constitutes 3.5% of their stock portfolio, and Lorne Steinberg Wealth Management Inc. now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2021Q2. And since then Lorne Steinberg Wealth Management Inc. has made 7 purchases of META, at an average price of $294.12, for a total of 25,483.00 shares. In addition, there have been 9 sales at an average price of $301.62 for 4,656.00 shares. Based on historical transaction data and META's current price of $704.28, Lorne Steinberg Wealth Management Inc.'s estimated gain on his META holdings is $8.58 Mil, reflecting a 114.44% gain to date.

Lorne Steinberg Wealth Management Inc. META ($704.28) Holding Chart

Lorne Steinberg Wealth Management Inc. META ($704.28) 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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