IWA
Invera Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.51M | Sell |
2,620
-312
| -11% | -$180K | 1.78% | 18 |
|
|
2024
Q4 | $1.87M | Sell |
2,932
-296
| -9% | -$188K | 1.85% | 20 |
|
|
2024
Q3 | $1.91M | Sell |
3,228
-228
| -7% | -$135K | 1.9% | 19 |
|
|
2024
Q2 | $1.77M | Sell |
3,456
-293
| -8% | -$150K | 1.82% | 19 |
|
|
2024
Q1 | $1.88M | Buy |
3,749
+144
| +4% | +$72.3K | 1.6% | 21 |
|
|
2023
Q4 | $1.28M | Buy |
+3,605
| New | +$1.28M | 0.8% | 40 |
|