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