Number of Shares
69,616.00
Current Holdings Value*
$51.38 Mil
% of Portfolio
1.2%
Total Estimate Gain
$41.14 Mil
% of Total Estimate Gain
145.80%

Perigon Wealth Management, LLC's Meta Platforms Inc Holding Summary

As of 2025-06-30, Perigon Wealth Management, LLC held 69,616.00 shares of Meta Platforms Inc(META), totaling $51.38 Mil. This investment constitutes 1.2% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2014Q1. And since then Perigon Wealth Management, LLC has made 20 purchases of META, at an average price of $181.17, for a total of 155,742.00 shares. In addition, there have been 15 sales at an average price of $228.32 for 86,126.00 shares. Based on historical transaction data and META's current price of $713.75, Perigon Wealth Management, LLC's estimated gain on his META holdings is $41.14 Mil, reflecting a 145.80% gain to date.

Perigon Wealth Management, LLC META ($713.75) Holding Chart

Perigon Wealth Management, LLC META ($713.75) 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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