Selective Wealth Management, Inc. META Holdings History
Selective Wealth Management, Inc.'s Meta Platforms Inc Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held 16,277.00 shares of Meta Platforms Inc(META), totaling $8.85 Mil. This investment constitutes 3.85% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2018Q3. And since then Selective Wealth Management, Inc. has made 7 purchases of META, at an average price of $259.15, for a total of 73,624.00 shares. In addition, there have been 15 sales at an average price of $263.81 for 57,347.00 shares. Based on historical transaction data and META's current price of $733.63, Selective Wealth Management, Inc.'s estimated gain on his META holdings is $7.99 Mil, reflecting a 41.88% gain to date.
Selective Wealth Management, Inc. META ($733.63) Holding Chart
Selective Wealth Management, Inc. META ($733.63) 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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