Crestmont Private Wealth’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
$234K Buy
+317
New +$234K 0.08% 70
2024
Q4
Sell
-381
Closed -$218K 104
2024
Q3
$218K Buy
+381
New +$218K 0.1% 94