Iams 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 | $1.83M | Buy |
2,474
+82
| +3% | +$60.5K | 0.84% | 37 |
|
2025
Q1 | $1.38M | Buy |
2,392
+658
| +38% | +$379K | 0.63% | 57 |
|
2024
Q4 | $1.02M | Sell |
1,734
-154
| -8% | -$90.2K | 0.46% | 68 |
|
2024
Q3 | $1.08M | Buy |
1,888
+338
| +22% | +$193K | 0.53% | 63 |
|
2024
Q2 | $782K | Sell |
1,550
-512
| -25% | -$258K | 0.43% | 68 |
|
2024
Q1 | $998K | Buy |
2,062
+1,188
| +136% | +$575K | 0.61% | 58 |
|
2023
Q4 | $309K | Buy |
874
+157
| +22% | +$55.6K | 0.2% | 93 |
|
2023
Q3 | $207K | Buy |
+717
| New | +$207K | 0.14% | 110 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 97 |
|