Number of Shares
6,678.00
Current Holdings Value*
$3.85 Mil
% of Portfolio
3.46%
Total Estimate Gain
$2.12 Mil
% of Total Estimate Gain
59.28%

Synergy Financial Group, LTD's Meta Platforms Inc Holding Summary

As of 2025-03-31, Synergy Financial Group, LTD held 6,678.00 shares of Meta Platforms Inc(META), totaling $3.85 Mil. This investment constitutes 3.46% of their stock portfolio, and Synergy Financial Group, LTD now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2021Q4. And since then Synergy Financial Group, LTD has made 6 purchases of META, at an average price of $327.27, for a total of 10,903.00 shares. In addition, there have been 7 sales at an average price of $219.49 for 4,225.00 shares. Based on historical transaction data and META's current price of $712.22, Synergy Financial Group, LTD's estimated gain on his META holdings is $2.12 Mil, reflecting a 59.28% gain to date.

Synergy Financial Group, LTD META ($712.22) Holding Chart

Synergy Financial Group, LTD META ($712.22) 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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