Castle 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
$2.01M Buy
2,729
+205
+8% +$151K 0.73% 41
2025
Q1
$1.45M Buy
2,524
+144
+6% +$83K 0.57% 45
2024
Q4
$1.39M Buy
2,380
+216
+10% +$126K 0.55% 47
2024
Q3
$1.24M Buy
2,164
+549
+34% +$314K 0.49% 47
2024
Q2
$814K Buy
1,615
+78
+5% +$39.3K 0.39% 59
2024
Q1
$746K Sell
1,537
-550
-26% -$267K 0.39% 62
2023
Q4
$739K Buy
2,087
+49
+2% +$17.3K 0.44% 55
2023
Q3
$612K Buy
2,038
+166
+9% +$49.8K 0.44% 53
2023
Q2
$537K Sell
1,872
-127
-6% -$36.4K 0.37% 61
2023
Q1
$424K Sell
1,999
-204
-9% -$43.2K 0.33% 68
2022
Q4
$265K Buy
2,203
+268
+14% +$32.3K 0.17% 93
2022
Q3
$263K Buy
1,935
+60
+3% +$8.16K 0.16% 86
2022
Q2
$302K Buy
+1,875
New +$302K 0.18% 86