Number of Shares
76,745.00
Current Holdings Value*
$56.64 Mil
% of Portfolio
3.28%
Total Estimate Gain
$40.25 Mil
% of Total Estimate Gain
138.47%

Smith Salley Wealth Management's Meta Platforms Inc Holding Summary

As of 2025-06-30, Smith Salley Wealth Management held 76,745.00 shares of Meta Platforms Inc(META), totaling $56.64 Mil. This investment constitutes 3.28% of their stock portfolio, and Smith Salley Wealth Management now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2018Q2. And since then Smith Salley Wealth Management has made 20 purchases of META, at an average price of $264.36, for a total of 109,962.00 shares. In addition, there have been 6 sales at an average price of $459.79 for 33,217.00 shares. Based on historical transaction data and META's current price of $704.28, Smith Salley Wealth Management's estimated gain on his META holdings is $40.25 Mil, reflecting a 138.47% gain to date.

Smith Salley Wealth Management META ($704.28) Holding Chart

Smith Salley Wealth Management META ($704.28) 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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