Dogwood 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 | $1.25M | Buy |
1,730
+499
| +41% | +$360K | 0.61% | 36 |
|
|
2025
Q1 | $709K | Buy |
1,231
+52
| +4% | +$30K | 0.37% | 61 |
|
|
2024
Q4 | $690K | Buy |
1,179
+32
| +3% | +$18.7K | 0.37% | 50 |
|
|
2024
Q3 | $657K | Buy |
1,147
+784
| +216% | +$449K | 0.38% | 43 |
|
|
2024
Q2 | $183K | Buy |
363
+77
| +27% | +$38.9K | 0.11% | 88 |
|
|
2024
Q1 | $139K | Buy |
286
+113
| +65% | +$54.9K | 0.09% | 86 |
|
|
2023
Q4 | $61.4K | Buy |
+173
| New | +$61.4K | 0.05% | 123 |
|