Polaris Wealth Advisory Group, LLC META Holdings History
Polaris Wealth Advisory Group, LLC's Meta Platforms Inc Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 12,240.00 shares of Meta Platforms Inc(META), totaling $3.67 Mil. This investment constitutes 0.28% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2014Q1. And since then Polaris Wealth Advisory Group, LLC has made 12 purchases of META, at an average price of $205.42, for a total of 164,778.00 shares. In addition, there have been 14 sales at an average price of $252.96 for 152,538.00 shares. Based on historical transaction data and META's current price of $719.01, Polaris Wealth Advisory Group, LLC's estimated gain on his META holdings is $13.54 Mil, reflecting a 40.00% gain to date.
Polaris Wealth Advisory Group, LLC META ($719.01) Holding Chart
Polaris Wealth Advisory Group, LLC META ($719.01) 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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