Number of Shares
7,146.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
1.91%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
56.56%

Paragon Private Wealth Management, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Paragon Private Wealth Management, LLC held 7,146.00 shares of Meta Platforms Inc(META), totaling $4.12 Mil. This investment constitutes 1.91% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2021Q4. And since then Paragon Private Wealth Management, LLC has made 8 purchases of META, at an average price of $406.29, for a total of 8,218.00 shares. In addition, there have been 5 sales at an average price of $181.39 for 1,072.00 shares. Based on historical transaction data and META's current price of $704.28, Paragon Private Wealth Management, LLC's estimated gain on his META holdings is $1.89 Mil, reflecting a 56.56% gain to date.

Paragon Private Wealth Management, LLC META ($704.28) Holding Chart

Paragon Private Wealth Management, 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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