GWA
Geometric Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
1,485
+39
| +3% | +$28.8K | 0.16% | 22 |
|
|
2025
Q1 | $833K | Buy |
1,446
+33
| +2% | +$19K | 0.14% | 27 |
|
|
2024
Q4 | $827K | Buy |
1,413
+6
| +0.4% | +$3.51K | 0.15% | 28 |
|
|
2024
Q3 | $805K | Sell |
1,407
-115
| -8% | -$65.8K | 0.15% | 27 |
|
|
2024
Q2 | $767K | Buy |
1,522
+50
| +3% | +$25.2K | 0.16% | 24 |
|
|
2024
Q1 | $715K | Hold |
1,472
| – | – | 0.17% | 19 |
|
|
2023
Q4 | $521K | Buy |
1,472
+59
| +4% | +$20.9K | 0.14% | 19 |
|
|
2023
Q3 | $424K | Hold |
1,413
| – | – | 0.13% | 21 |
|
|
2023
Q2 | $436K | Buy |
1,413
+73
| +5% | +$22.5K | 0.14% | 21 |
|
|
2023
Q1 | $320K | Buy |
+1,340
| New | +$320K | 0.11% | 23 |
|
|
2022
Q4 | – | Sell |
-1,700
| Closed | -$231K | – | 33 |
|
|
2022
Q3 | $231K | Sell |
1,700
-126
| -7% | -$17.1K | 0.11% | 26 |
|
|
2022
Q2 | $294K | Buy |
1,826
+206
| +13% | +$33.2K | 0.15% | 23 |
|
|
2022
Q1 | $360K | Sell |
1,620
-250
| -13% | -$55.6K | 1.08% | 17 |
|
|
2021
Q4 | $629K | Buy |
+1,870
| New | +$629K | 0.3% | 9 |
|