Kellett Wealth Advisors’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
$320K Buy
+434
New +$320K 0.21% 49
2025
Q1
Sell
-703
Closed -$412K 77
2024
Q4
$412K Buy
+703
New +$412K 0.28% 37