Number of Shares
2,435.00
Current Holdings Value*
$1.40 Mil
% of Portfolio
3.07%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
96.91%

TRIBUTARY BALANCED FUND's Meta Platforms Inc Holding Summary

As of 2025-03-31, TRIBUTARY BALANCED FUND held 2,435.00 shares of Meta Platforms Inc(META), totaling $1.40 Mil. This investment constitutes 3.07% of their stock portfolio, and TRIBUTARY BALANCED FUND now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2019Q3. And since then TRIBUTARY BALANCED FUND has made 4 purchases of META, at an average price of $216.78, for a total of 6,465.00 shares. In addition, there have been 14 sales at an average price of $242.02 for 4,030.00 shares. Based on historical transaction data and META's current price of $732.78, TRIBUTARY BALANCED FUND's estimated gain on his META holdings is $1.36 Mil, reflecting a 96.91% gain to date.

TRIBUTARY BALANCED FUND META ($732.78) Holding Chart

TRIBUTARY BALANCED FUND META ($732.78) 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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