HNWA
Henrickson Nauta 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 | $1.02M | Buy |
1,385
+61
| +5% | +$45K | 0.35% | 26 |
|
|
2025
Q1 | $723K | Buy |
1,324
+13
| +1% | +$7.1K | 0.3% | 32 |
|
|
2024
Q4 | $768K | Buy |
1,311
+31
| +2% | +$18.2K | 0.31% | 32 |
|
|
2024
Q3 | $733K | Buy |
1,280
+47
| +4% | +$26.9K | 0.29% | 32 |
|
|
2024
Q2 | $622K | Sell |
1,233
-14
| -1% | -$7.06K | 0.27% | 38 |
|
|
2024
Q1 | $648K | Buy |
1,247
+23
| +2% | +$12K | 0.29% | 36 |
|
|
2023
Q4 | $433K | Buy |
1,224
+18
| +1% | +$6.37K | 0.21% | 47 |
|
|
2023
Q3 | $362K | Buy |
1,206
+195
| +19% | +$58.5K | 0.22% | 39 |
|
|
2023
Q2 | $290K | Sell |
1,011
-11
| -1% | -$3.16K | 0.2% | 44 |
|
|
2023
Q1 | $217K | Buy |
+1,022
| New | +$217K | 0.16% | 53 |
|
|
2022
Q2 | – | Sell |
-1,001
| Closed | -$223K | – | 48 |
|
|
2022
Q1 | $223K | Hold |
1,001
| – | – | 0.19% | 40 |
|
|
2021
Q4 | $309K | Buy |
+1,001
| New | +$309K | 0.25% | 28 |
|