Number of Shares
452,289.00
Current Holdings Value*
$260.68 Mil
% of Portfolio
4.6%
Total Estimate Gain
$238.99 Mil
% of Total Estimate Gain
34.70%

TAX-MANAGED GROWTH PORTFOLIO's Meta Platforms Inc Holding Summary

As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 452,289.00 shares of Meta Platforms Inc(META), totaling $260.68 Mil. This investment constitutes 4.6% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.02% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2019Q3. And since then TAX-MANAGED GROWTH PORTFOLIO has made 2 purchases of META, at an average price of $198.47, for a total of 3.47 Mil shares. In addition, there have been 11 sales at an average price of $197.45 for 3.02 Mil shares. Based on historical transaction data and META's current price of $733.63, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his META holdings is $238.99 Mil, reflecting a 34.70% gain to date.

TAX-MANAGED GROWTH PORTFOLIO META ($733.63) Holding Chart

TAX-MANAGED GROWTH PORTFOLIO META ($733.63) 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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