Aviso 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 | $10.4M | Buy |
14,071
+331
| +2% | +$244K | 4.85% | 4 |
|
2025
Q1 | $7.92M | Sell |
13,740
-437
| -3% | -$252K | 4.21% | 4 |
|
2024
Q4 | $8.3M | Buy |
14,177
+367
| +3% | +$215K | 4.23% | 5 |
|
2024
Q3 | $7.91M | Sell |
13,810
-193
| -1% | -$110K | 4.29% | 4 |
|
2024
Q2 | $7.06M | Sell |
14,003
-111
| -0.8% | -$56K | 4.19% | 5 |
|
2024
Q1 | $6.85M | Buy |
14,114
+335
| +2% | +$163K | 4.32% | 3 |
|
2023
Q4 | $4.88M | Buy |
+13,779
| New | +$4.88M | 3.53% | 5 |
|