HWA
Heartwood 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 | $723K | Sell |
979
-16
| -2% | -$11.8K | 0.08% | 94 |
|
|
2025
Q1 | $573K | Buy |
995
+33
| +3% | +$19K | 0.07% | 96 |
|
|
2024
Q4 | $563K | Buy |
962
+32
| +3% | +$18.7K | 0.06% | 92 |
|
|
2024
Q3 | $532K | Sell |
930
-198
| -18% | -$113K | 0.06% | 94 |
|
|
2024
Q2 | $569K | Buy |
+1,128
| New | +$569K | 0.07% | 91 |
|