Number of Shares
33,455.00
Current Holdings Value*
$19.28 Mil
% of Portfolio
2.43%
Total Estimate Gain
$16.42 Mil
% of Total Estimate Gain
34.01%

Synergy Asset Management, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Synergy Asset Management, LLC held 33,455.00 shares of Meta Platforms Inc(META), totaling $19.28 Mil. This investment constitutes 2.43% of their stock portfolio, and Synergy Asset Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2020Q4. And since then Synergy Asset Management, LLC has made 9 purchases of META, at an average price of $340.71, for a total of 141,694.00 shares. In addition, there have been 8 sales at an average price of $378.16 for 108,239.00 shares. Based on historical transaction data and META's current price of $710.39, Synergy Asset Management, LLC's estimated gain on his META holdings is $16.42 Mil, reflecting a 34.01% gain to date.

Synergy Asset Management, LLC META ($710.39) Holding Chart

Synergy Asset Management, LLC META ($710.39) 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