Number of Shares
2,505.00
Current Holdings Value*
$1.41 Mil
% of Portfolio
1.74%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
27.72%

Moderate Allocation Fund's Meta Platforms Inc Holding Summary

As of 2026-06-30, Moderate Allocation Fund held 2,505.00 shares of Meta Platforms Inc(META), totaling $1.41 Mil. This investment constitutes 1.74% of their stock portfolio, and Moderate Allocation Fund now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2019Q3. And since then Moderate Allocation Fund has made 13 purchases of META, at an average price of $295.21, for a total of 13,215.00 shares. In addition, there have been 14 sales at an average price of $336.43 for 10,710.00 shares. Based on historical transaction data and META's current price of $550.61, Moderate Allocation Fund's estimated gain on his META holdings is $1.08 Mil, reflecting a 27.72% gain to date.

Moderate Allocation Fund META ($550.61) Holding Chart

Moderate Allocation Fund META ($550.61) 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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