Capital & Planning LLC’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	$3.12M	Buy	4,223 +406	+11%	+$300K	2.12%	14
2025 Q1	$2.2M	Buy	3,817 +898	+31%	+$518K	1.63%	17
2024 Q4	$1.71M	Buy	+2,919	New	+$1.71M	1.25%	20