Number of Shares
15,985.00
Current Holdings Value*
$8.34 Mil
% of Portfolio
3.81%
Total Estimate Gain
$5.55 Mil
% of Total Estimate Gain
90.27%

Twin Peaks Wealth Advisors, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 15,985.00 shares of Meta Platforms Inc(META), totaling $8.34 Mil. This investment constitutes 3.81% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 4 purchases of META, at an average price of $373.49, for a total of 16,467.00 shares. In addition, there have been 1 sales at an average price of $587.14 for 482.00 shares. Based on historical transaction data and META's current price of $714.37, Twin Peaks Wealth Advisors, LLC's estimated gain on his META holdings is $5.55 Mil, reflecting a 90.27% gain to date.

Twin Peaks Wealth Advisors, LLC META ($714.37) Holding Chart

Twin Peaks Wealth Advisors, LLC META ($714.37) 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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