Shakespeare Wealth Management, LLC META Holdings History
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 $713.58, Shakespeare Wealth Management, LLC's estimated gain on his META holdings is $86,812.29, reflecting a 10.60% gain to date.
Shakespeare Wealth Management, LLC META ($713.58) Holding Chart
Shakespeare Wealth Management, LLC META ($713.58) 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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