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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$130M	Buy	176,762 +38,432	+28%	+$23.7M	1.26%	6
2025 Q1	$79.9M	Buy	138,330 +27,121	+24%	+$17.5M	0.96%	11
2024 Q4	$65.1M	Sell	111,209 -26,066	-19%	-$15.3M	0.9%	16
2024 Q3	$78.6M	Buy	137,275 +31,504	+30%	+$16.2M	1.05%	14
2024 Q2	$53.3M	Buy	105,771 +43,285	+69%	+$21M	0.85%	20
2024 Q1	$30.3M	Buy	62,486 +15,949	+34%	+$7.11M	0.52%	42
2023 Q4	$16.5M	Buy	46,537 +38,333	+467%	+$12.5M	0.3%	83
2023 Q3	$2.46M	Buy	8,204 +2,376	+41%	+$716K	0.05%	278
2023 Q2	$1.67M	Sell	5,828 -697	-11%	-$172K	0.04%	287
2023 Q1	$1.38M	Buy	6,525 +496	+8%	+$84.5K	0.03%	312
2022 Q4	$726K	Sell	6,029 -1,886	-24%	-$221K	0.02%	368
2022 Q3	$1.07M	Sell	7,915 -810	-9%	-$131K	0.03%	328
2022 Q2	$1.41M	Sell	8,725 -2,352	-21%	-$454K	0.04%	307
2022 Q1	$2.46M	Sell	11,077 -31,240	-74%	-$7.81M	0.05%	278
2021 Q4	$14.2M	Buy	+42,317	New	+$14M	0.28%	93