Number of Shares
16,277.00
Current Holdings Value*
$8.85 Mil
% of Portfolio
3.85%
Total Estimate Gain
$7.99 Mil
% of Total Estimate Gain
41.88%

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 %

Top Ranked Articles

  • 1