Number of Shares
1,269.00
Current Holdings Value*
$731,440.00
% of Portfolio
0.2%
Total Estimate Gain
$75,683.16
% of Total Estimate Gain
9.24%

Shakespeare Wealth Management, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Shakespeare Wealth Management, LLC held 1,269.00 shares of Meta Platforms Inc(META), totaling $731,440.00. This investment constitutes 0.2% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2025Q1. And since then Shakespeare Wealth Management, LLC has made 1 purchases of META, at an average price of $645.17, for a total of 1,269.00 shares. Based on historical transaction data and META's current price of $704.81, Shakespeare Wealth Management, LLC's estimated gain on his META holdings is $75,683.16, reflecting a 9.24% gain to date.

Shakespeare Wealth Management, LLC META ($704.81) Holding Chart

Shakespeare Wealth Management, LLC META ($704.81) 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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