Defined 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 | $680K | Buy |
921
+250
| +37% | +$185K | 0.42% | 55 |
|
|
2025
Q1 | $387K | Buy |
671
+26
| +4% | +$15K | 0.26% | 84 |
|
|
2024
Q4 | $378K | Buy |
645
+35
| +6% | +$20.5K | 0.25% | 85 |
|
|
2024
Q3 | $349K | Buy |
610
+67
| +12% | +$38.4K | 0.23% | 92 |
|
|
2024
Q2 | $274K | Buy |
543
+48
| +10% | +$24.2K | 0.19% | 96 |
|
|
2024
Q1 | $240K | Buy |
+495
| New | +$240K | 0.17% | 100 |
|
|
2021
Q1 | – | Sell |
-16
| Closed | -$4K | – | 159 |
|
|
2020
Q4 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 196 |
|