Holistic Planning’s Meta Platforms (Facebook) META Stock Holding History

Holistic Planning’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.31M	Buy
2025 Q2	$988K	Buy
2025 Q1	$703K	Buy
2024 Q4	$692K	Buy
2024 Q3	$660K	Sell
2024 Q2	$562K	Hold
2024 Q1	$562K	Sell
2023 Q4	$428K	Buy