Number of Shares
11,627.00
Current Holdings Value*
$8.58 Mil
% of Portfolio
6.57%
Total Estimate Gain
$4.15 Mil
% of Total Estimate Gain
58.40%

Ulland Investment Advisors, LLC's Meta Platforms Inc Holding Summary

As of 2025-06-30, Ulland Investment Advisors, LLC held 11,627.00 shares of Meta Platforms Inc(META), totaling $8.58 Mil. This investment constitutes 6.57% of their stock portfolio, and Ulland Investment Advisors, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2021Q4. And since then Ulland Investment Advisors, LLC has made 6 purchases of META, at an average price of $336.63, for a total of 21,116.00 shares. In addition, there have been 8 sales at an average price of $308.26 for 9,489.00 shares. Based on historical transaction data and META's current price of $716.79, Ulland Investment Advisors, LLC's estimated gain on his META holdings is $4.15 Mil, reflecting a 58.40% gain to date.

Ulland Investment Advisors, LLC META ($716.79) Holding Chart

Ulland Investment Advisors, LLC META ($716.79) 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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