Navis Wealth Advisors, LLC META Holdings History
Navis Wealth Advisors, LLC's Meta Platforms Inc Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 1,436.00 shares of Meta Platforms Inc(META), totaling $827,650.00. This investment constitutes 0.81% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 1 purchases of META, at an average price of $540.84, for a total of 1,998.00 shares. In addition, there have been 1 sales at an average price of $269.28 for 562.00 shares. Based on historical transaction data and META's current price of $704.28, Navis Wealth Advisors, LLC's estimated gain on his META holdings is $82,083.20, reflecting a 7.60% gain to date.
Navis Wealth Advisors, LLC META ($704.28) Holding Chart
Navis Wealth Advisors, LLC 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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