S&P 500 Index Fund META Holdings History

Number of Shares
12,323.00
Current Holdings Value*
$8.23 Mil
% of Portfolio
2.88%
Total Estimate Gain
$5.13 Mil
% of Total Estimate Gain
108.55%

S&P 500 Index Fund's Meta Platforms Inc Holding Summary

As of 2025-02-28, SHELTON FUNDS held 12,323.00 shares of Meta Platforms Inc(META), totaling $8.23 Mil. This investment constitutes 2.88% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2021Q2. In addition, there have been 11 sales at an average price of $317.84 for 3,378.00 shares. Based on historical transaction data and META's current price of $712.97, S&P 500 Index Fund's estimated gain on his META holdings is $5.13 Mil, reflecting a 108.55% gain to date.

S&P 500 Index Fund META ($712.97) Holding Chart

S&P 500 Index Fund META ($712.97) 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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