Able Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
560
+180
+47% +$133K 0.21% 71
2025
Q1
$219K Hold
380
0.13% 90
2024
Q4
$223K Buy
+380
New +$223K 0.15% 87
2024
Q1
Sell
-272
Closed -$96.3K 378
2023
Q4
$96.3K Buy
+272
New +$96.3K 0.09% 101