Forthright Family 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	$359K	Buy	486 +20	+4%	+$14.8K	0.23%	41
2025 Q1	$269K	Sell	466 -24	-5%	-$13.8K	0.18%	46
2024 Q4	$287K	Hold	490	–	–	0.19%	45
2024 Q3	$306K	Buy	490 +1	+0.2%	+$624	0.2%	45
2024 Q2	$247K	Buy	+489	New	+$247K	0.16%	58