Number of Shares
12,751.00
Current Holdings Value*
$9.41 Mil
% of Portfolio
1.75%
Total Estimate Gain
$151,816.42
% of Total Estimate Gain
1.20%

Perennial Advisors, LLC's Meta Platforms Inc Holding Summary

As of 2025-06-30, Perennial Advisors, LLC held 12,751.00 shares of Meta Platforms Inc(META), totaling $9.41 Mil. This investment constitutes 1.75% of their stock portfolio, and Perennial Advisors, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2018Q2. And since then Perennial Advisors, LLC has made 21 purchases of META, at an average price of $306.25, for a total of 41,345.00 shares. In addition, there have been 6 sales at an average price of $129.91 for 28,594.00 shares. Based on historical transaction data and META's current price of $713.58, Perennial Advisors, LLC's estimated gain on his META holdings is $151,816.42, reflecting a 1.20% gain to date.

Perennial Advisors, LLC META ($713.58) Holding Chart

Perennial Advisors, LLC META ($713.58) 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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