Number of Shares
8,685.00
Current Holdings Value*
$5.01 Mil
% of Portfolio
3.18%
Total Estimate Gain
$2.24 Mil
% of Total Estimate Gain
55.10%

StoneCrest Wealth Management, Inc.'s Meta Platforms Inc Holding Summary

As of 2025-03-31, StoneCrest Wealth Management, Inc. held 8,685.00 shares of Meta Platforms Inc(META), totaling $5.01 Mil. This investment constitutes 3.18% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2023Q4. And since then StoneCrest Wealth Management, Inc. has made 4 purchases of META, at an average price of $462.09, for a total of 8,786.00 shares. In addition, there have been 1 sales at an average price of $645.17 for 101.00 shares. Based on historical transaction data and META's current price of $717.51, StoneCrest Wealth Management, Inc.'s estimated gain on his META holdings is $2.24 Mil, reflecting a 55.10% gain to date.

StoneCrest Wealth Management, Inc. META ($717.51) Holding Chart

StoneCrest Wealth Management, Inc. META ($717.51) 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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