Kathleen S. Wright Associates’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 | $63.5K | Hold |
86
| – | – | 0.02% | 137 |
|
|
2025
Q1 | $49.6K | Buy |
86
+7
| +9% | +$4.04K | 0.02% | 145 |
|
|
2024
Q4 | $46.3K | Hold |
79
| – | – | 0.02% | 149 |
|
|
2024
Q3 | $45.2K | Sell |
79
-11
| -12% | -$6.3K | 0.02% | 156 |
|
|
2024
Q2 | $45.4K | Hold |
90
| – | – | 0.02% | 143 |
|
|
2024
Q1 | $43.7K | Buy |
+90
| New | +$43.7K | 0.02% | 135 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$6K | – | 189 |
|
|
2022
Q2 | $6K | Hold |
40
| – | – | 0.01% | 135 |
|
|
2022
Q1 | $9K | Hold |
40
| – | – | 0.01% | 131 |
|
|
2021
Q4 | $13K | Buy |
+40
| New | +$13K | 0.01% | 121 |
|