IWA
Inspirion 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 | $633K | Buy |
858
+75
| +10% | +$55.4K | 0.08% | 89 |
|
2025
Q1 | $451K | Buy |
783
+11
| +1% | +$6.34K | 0.06% | 100 |
|
2024
Q4 | $477K | Sell |
772
-5
| -0.6% | -$3.09K | 0.07% | 95 |
|
2024
Q3 | $445K | Sell |
777
-7
| -0.9% | -$4.01K | 0.06% | 102 |
|
2024
Q2 | $395K | Buy |
784
+256
| +48% | +$129K | 0.06% | 99 |
|
2024
Q1 | $256K | Buy |
+528
| New | +$256K | 0.04% | 125 |
|