Number of Shares
8,253.00
Current Holdings Value*
$4.76 Mil
% of Portfolio
3.68%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
23.15%

PRIMORIS WEALTH ADVISORS, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, PRIMORIS WEALTH ADVISORS, LLC held 8,253.00 shares of Meta Platforms Inc(META), totaling $4.76 Mil. This investment constitutes 3.68% of their stock portfolio, and PRIMORIS WEALTH ADVISORS, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2022Q1. And since then PRIMORIS WEALTH ADVISORS, LLC has made 5 purchases of META, at an average price of $287.81, for a total of 30,377.00 shares. In addition, there have been 5 sales at an average price of $219.20 for 22,124.00 shares. Based on historical transaction data and META's current price of $717.04, PRIMORIS WEALTH ADVISORS, LLC's estimated gain on his META holdings is $2.02 Mil, reflecting a 23.15% gain to date.

PRIMORIS WEALTH ADVISORS, LLC META ($717.04) Holding Chart

PRIMORIS WEALTH ADVISORS, LLC META ($717.04) 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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