Number of Shares
53,604.00
Current Holdings Value*
$30.90 Mil
% of Portfolio
3.28%
Total Estimate Gain
$36.20 Mil
% of Total Estimate Gain
282.04%

W.G. Shaheen & Associates DBA Whitney & Co's Meta Platforms Inc Holding Summary

As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 53,604.00 shares of Meta Platforms Inc(META), totaling $30.90 Mil. This investment constitutes 3.28% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2013Q4. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 20 purchases of META, at an average price of $160.38, for a total of 80,018.00 shares. In addition, there have been 14 sales at an average price of $426.96 for 26,414.00 shares. Based on historical transaction data and META's current price of $704.28, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his META holdings is $36.20 Mil, reflecting a 282.04% gain to date.

W.G. Shaheen & Associates DBA Whitney & Co META ($704.28) Holding Chart

W.G. Shaheen & Associates DBA Whitney & Co META ($704.28) 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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