NewEdge Wealth, LLC META Holdings History

Number of Shares
210,275.00
Current Holdings Value*
$121.19 Mil
% of Portfolio
2.2%
Total Estimate Gain
$76.76 Mil
% of Total Estimate Gain
106.78%

NewEdge Wealth, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, NewEdge Wealth, LLC held 210,275.00 shares of Meta Platforms Inc(META), totaling $121.19 Mil. This investment constitutes 2.2% of their stock portfolio, and NewEdge Wealth, LLC now holds 0.01% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2020Q4. And since then NewEdge Wealth, LLC has made 15 purchases of META, at an average price of $339.02, for a total of 212,044.00 shares. In addition, there have been 2 sales at an average price of $315.20 for 1,769.00 shares. Based on historical transaction data and META's current price of $704.28, NewEdge Wealth, LLC's estimated gain on his META holdings is $76.76 Mil, reflecting a 106.78% gain to date.

NewEdge Wealth, LLC META ($704.28) Holding Chart

NewEdge Wealth, 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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