Number of Shares
7,469.00
Current Holdings Value*
$4.30 Mil
% of Portfolio
2.58%
Total Estimate Gain
$653,619.85
% of Total Estimate Gain
4.74%

TLW Wealth Management, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, TLW Wealth Management, LLC held 7,469.00 shares of Meta Platforms Inc(META), totaling $4.30 Mil. This investment constitutes 2.58% of their stock portfolio, and TLW Wealth Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2019Q1. And since then TLW Wealth Management, LLC has made 12 purchases of META, at an average price of $250.14, for a total of 55,101.00 shares. In addition, there have been 5 sales at an average price of $191.69 for 47,632.00 shares. Based on historical transaction data and META's current price of $710.39, TLW Wealth Management, LLC's estimated gain on his META holdings is $653,619.85, reflecting a 4.74% gain to date.

TLW Wealth Management, LLC META ($710.39) Holding Chart

TLW Wealth 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 %

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