Number of Shares
1,436.00
Current Holdings Value*
$827,650.00
% of Portfolio
0.81%
Total Estimate Gain
$82,083.20
% of Total Estimate Gain
7.60%

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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