Avantra Family Wealth’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
$1.68M Buy
2,279
+168
+8% +$124K 1.39% 15
2025
Q1
$1.22M Buy
2,111
+160
+8% +$92.2K 1.17% 15
2024
Q4
$1.14M Buy
+1,951
New +$1.14M 1.07% 19