Heirloom 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 Q2	$14.3M	Buy	19,338 +386	+2%	+$285K	3.77%	11
2025 Q1	$10.9M	Buy	+18,952	New	+$10.9M	3.13%	12
2022 Q2	$6.65M	Buy	39,445 +1,381	+4%	+$233K	5.44%	7
2022 Q1	$7.56M	Buy	38,064 +4,524	+13%	+$899K	5.26%	7
2021 Q4	$10.4M	Buy	+33,540	New	+$10.4M	8.88%	3