Intergy Private 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
$992K Buy
1,343
+97
+8% +$71.6K 0.34% 43
2025
Q1
$718K Sell
1,246
-906
-42% -$522K 0.27% 53
2024
Q4
$1.26M Buy
2,152
+27
+1% +$15.8K 0.47% 32
2024
Q3
$1.22M Buy
2,125
+78
+4% +$44.7K 0.46% 33
2024
Q2
$1.03M Buy
2,047
+53
+3% +$26.7K 0.43% 38
2024
Q1
$968K Buy
1,994
+11
+0.6% +$5.34K 0.4% 40
2023
Q4
$702K Sell
1,983
-25
-1% -$8.85K 0.3% 47
2023
Q3
$603K Sell
2,008
-106
-5% -$31.8K 0.3% 47
2023
Q2
$607K Buy
2,114
+121
+6% +$34.7K 0.3% 48
2023
Q1
$422K Buy
+1,993
New +$422K 0.24% 50