Holistic Planning’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 | $988K | Buy |
1,339
+119
| +10% | +$87.8K | 0.28% | 69 |
|
|
2025
Q1 | $703K | Buy |
1,220
+38
| +3% | +$21.9K | 0.24% | 78 |
|
|
2024
Q4 | $692K | Buy |
1,182
+30
| +3% | +$17.6K | 0.25% | 77 |
|
|
2024
Q3 | $660K | Sell |
1,152
-6
| -0.5% | -$3.44K | 0.28% | 72 |
|
|
2024
Q2 | $562K | Hold |
1,158
| – | – | 0.43% | 59 |
|
|
2024
Q1 | $562K | Sell |
1,158
-50
| -4% | -$24.3K | 0.43% | 60 |
|
|
2023
Q4 | $428K | Buy |
+1,208
| New | +$428K | 0.36% | 67 |
|