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KDK Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

KDK Private Wealth Management’s Portfolio META Stock Details META Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$844K Buy
1,144
+144
+14% +$106K 0.9% 20
2025
Q1 		$576K Sell
1,000
-1,000
-50% -$576K 0.66% 28
2024
Q4 		$1.17M Buy
+2,000
New +$1.17M 1.22% 17