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Essential Planning’s Meta Platforms (Facebook) META Stock Holding History

Essential Planning’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$309K Sell
418
-21
-5% -$15.5K 0.11% 68
2025
Q1 		$253K Sell
439
-19,339
-98% -$11.1M 0.1% 71
2024
Q4 		$11.6M Buy
19,778
+19,339
+4,405% +$11.3M 0.08% 76
2024
Q3 		$251K Buy
+439
New +$251K 0.1% 71