Fortress 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
Q1 | – | Sell |
-3,458
| Closed | -$2.02M | – | 76 |
|
|
2024
Q4 | $2.02M | Sell |
3,458
-72
| -2% | -$42.2K | 0.98% | 22 |
|
|
2024
Q3 | $2.02M | Sell |
3,530
-98
| -3% | -$56.1K | 1.01% | 22 |
|
|
2024
Q2 | $1.83M | Buy |
3,628
+47
| +1% | +$23.7K | 0.94% | 29 |
|
|
2024
Q1 | $1.74M | Buy |
3,581
+134
| +4% | +$65.1K | 0.9% | 28 |
|
|
2023
Q4 | $1.22M | Sell |
3,447
-3
| -0.1% | -$1.06K | 0.67% | 34 |
|
|
2023
Q3 | $1.04M | Buy |
3,450
+43
| +1% | +$12.9K | 0.67% | 33 |
|
|
2023
Q2 | $978K | Sell |
3,407
-100
| -3% | -$28.7K | 0.63% | 33 |
|
|
2023
Q1 | $743K | Hold |
3,507
| – | – | 0.52% | 35 |
|
|
2022
Q4 | $422K | Hold |
3,507
| – | – | 0.35% | 42 |
|
|
2022
Q3 | $476K | Buy |
+3,507
| New | +$476K | 0.48% | 38 |
|