Number of Shares
10,449.00
Current Holdings Value*
$6.02 Mil
% of Portfolio
6.19%
Total Estimate Gain
$1.24 Mil
% of Total Estimate Gain
19.76%

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Meta Platforms Inc Holding Summary

As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 10,449.00 shares of Meta Platforms Inc(META), totaling $6.02 Mil. This investment constitutes 6.19% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2024Q4. And since then SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has made 1 purchases of META, at an average price of $599.10, for a total of 10,449.00 shares. Based on historical transaction data and META's current price of $717.51, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his META holdings is $1.24 Mil, reflecting a 19.76% gain to date.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co META ($717.51) Holding Chart

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co META ($717.51) 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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