Delap Wealth Advisory’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 | $469K | Sell |
635
-110
| -15% | -$81.2K | 0.23% | 43 |
|
|
2025
Q1 | $429K | Buy |
+745
| New | +$429K | 0.24% | 45 |
|
|
2024
Q3 | – | Sell |
-440
| Closed | -$222K | – | 91 |
|
|
2024
Q2 | $222K | Sell |
440
-4,242
| -91% | -$2.14M | 0.1% | 103 |
|
|
2024
Q1 | $2.27M | Buy |
4,682
+3,757
| +406% | +$1.82M | 0.92% | 23 |
|
|
2023
Q4 | $327K | Buy |
+925
| New | +$327K | 0.15% | 66 |
|