Number of Shares
6,440.00
Current Holdings Value*
$3.71 Mil
% of Portfolio
2.44%
Total Estimate Gain
$2.36 Mil
% of Total Estimate Gain
103.92%

National Wealth Management Group, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, National Wealth Management Group, LLC held 6,440.00 shares of Meta Platforms Inc(META), totaling $3.71 Mil. This investment constitutes 2.44% of their stock portfolio, and National Wealth Management Group, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2021Q4. And since then National Wealth Management Group, LLC has made 6 purchases of META, at an average price of $344.87, for a total of 6,589.00 shares. In addition, there have been 2 sales at an average price of $635.94 for 149.00 shares. Based on historical transaction data and META's current price of $704.81, National Wealth Management Group, LLC's estimated gain on his META holdings is $2.36 Mil, reflecting a 103.92% gain to date.

National Wealth Management Group, LLC META ($704.81) Holding Chart

National Wealth Management Group, LLC META ($704.81) 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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