Concentric Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Concentric Wealth Management’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$257K	Buy
2024 Q1	$236K	Buy
2022 Q1	–	Sell
2021 Q4	$203K	Sell
2021 Q3	$222K	Sell
2021 Q2	$239K	Sell
2021 Q1	$205K	Buy