Caldwell Investment 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	–	Sell	-1,300	Closed	-$745K	–	29
2025 Q1	$745K	Sell	1,300 -1,400	-52%	-$802K	0.55%	26
2024 Q4	$1.59M	Buy	+2,700	New	+$1.59M	1.08%	22