Trajan Wealth LLC META Holdings History

Number of Shares
106,987.00
Current Holdings Value*
$61.66 Mil
% of Portfolio
3.36%
Total Estimate Gain
$26.95 Mil
% of Total Estimate Gain
54.42%

Trajan Wealth LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Trajan Wealth LLC held 106,987.00 shares of Meta Platforms Inc(META), totaling $61.66 Mil. This investment constitutes 3.36% of their stock portfolio, and Trajan Wealth LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 4 purchases of META, at an average price of $462.90, for a total of 106,987.00 shares. Based on historical transaction data and META's current price of $714.80, Trajan Wealth LLC's estimated gain on his META holdings is $26.95 Mil, reflecting a 54.42% gain to date.

Trajan Wealth LLC META ($714.80) Holding Chart

Trajan Wealth LLC META ($714.80) 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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