Number of Shares
10,814.00
Current Holdings Value*
$7.98 Mil
% of Portfolio
2.36%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
13.95%

West Branch Capital LLC's Meta Platforms Inc Holding Summary

As of 2025-06-30, West Branch Capital LLC held 10,814.00 shares of Meta Platforms Inc(META), totaling $7.98 Mil. This investment constitutes 2.36% of their stock portfolio, and West Branch Capital LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2018Q2. And since then West Branch Capital LLC has made 19 purchases of META, at an average price of $271.97, for a total of 38,354.00 shares. In addition, there have been 10 sales at an average price of $151.43 for 27,540.00 shares. Based on historical transaction data and META's current price of $713.58, West Branch Capital LLC's estimated gain on his META holdings is $1.46 Mil, reflecting a 13.95% gain to date.

West Branch Capital LLC META ($713.58) Holding Chart

West Branch Capital LLC META ($713.58) 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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