Bernard 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
$774K Sell
1,049
-6
-0.6% -$4.43K 0.36% 36
2025
Q1
$608K Sell
1,055
-2
-0.2% -$1.15K 0.3% 38
2024
Q4
$619K Buy
+1,057
New +$619K 0.29% 39