Number of Shares
24,960.00
Current Holdings Value*
$18.42 Mil
% of Portfolio
2.54%
Total Estimate Gain
$40.40 Mil
% of Total Estimate Gain
177.31%

Occidental Asset Management, LLC's Meta Platforms Inc Holding Summary

As of 2025-06-30, Occidental Asset Management, LLC held 24,960.00 shares of Meta Platforms Inc(META), totaling $18.42 Mil. This investment constitutes 2.54% of their stock portfolio, and Occidental Asset Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2014Q2. And since then Occidental Asset Management, LLC has made 12 purchases of META, at an average price of $69.28, for a total of 328,857.00 shares. In addition, there have been 18 sales at an average price of $150.03 for 303,897.00 shares. Based on historical transaction data and META's current price of $704.81, Occidental Asset Management, LLC's estimated gain on his META holdings is $40.40 Mil, reflecting a 177.31% gain to date.

Occidental Asset Management, LLC META ($704.81) Holding Chart

Occidental Asset Management, 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 %

Top Ranked Articles

  • 1