Instrumental Wealth’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
$844K Sell
1,188
-79
-6% -$56.1K 0.67% 20
2025
Q1
$693K Buy
1,267
+77
+6% +$42.1K 0.63% 21
2024
Q4
$813K Buy
1,190
+128
+12% +$87.5K 0.77% 17
2024
Q3
$627K Buy
1,062
+38
+4% +$22.4K 0.61% 20
2024
Q2
$464K Sell
1,024
-27
-3% -$12.2K 0.48% 23
2024
Q1
$504K Buy
1,051
+125
+13% +$60K 0.22% 23
2023
Q4
$362K Sell
926
-64
-6% -$25K 0.39% 25
2023
Q3
$321K Buy
990
+215
+28% +$69.7K 0.37% 23
2023
Q2
$240K Buy
+775
New +$240K 0.29% 27