Elevation Wealth Partners’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 | $426K | Hold |
577
| – | – | 0.17% | 79 |
|
|
2025
Q1 | $332K | Sell |
577
-12
| -2% | -$6.92K | 0.14% | 80 |
|
|
2024
Q4 | $345K | Hold |
589
| – | – | 0.15% | 83 |
|
|
2024
Q3 | $337K | Buy |
589
+31
| +6% | +$17.7K | 0.14% | 85 |
|
|
2024
Q2 | $281K | Hold |
558
| – | – | 0.13% | 87 |
|
|
2024
Q1 | $271K | Sell |
558
-99
| -15% | -$48.1K | 0.14% | 94 |
|
|
2023
Q4 | $197K | Hold |
657
| – | – | 0.12% | 102 |
|
|
2023
Q3 | $197K | Hold |
657
| – | – | 0.17% | 60 |
|
|
2023
Q2 | $189K | Hold |
657
| – | – | 0.16% | 64 |
|
|
2023
Q1 | $139K | Buy |
+657
| New | +$139K | 0.13% | 79 |
|