Lakeshore Financial Planning’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 | $483K | Sell |
655
-11
| -2% | -$8.12K | 0.19% | 38 |
|
|
2025
Q1 | $384K | Sell |
666
-75
| -10% | -$43.2K | 0.16% | 42 |
|
|
2024
Q4 | $434K | Hold |
741
| – | – | 0.19% | 37 |
|
|
2024
Q3 | $424K | Buy |
741
+28
| +4% | +$16K | 0.19% | 39 |
|
|
2024
Q2 | $360K | Buy |
713
+75
| +12% | +$37.8K | 0.18% | 40 |
|
|
2024
Q1 | $310K | Buy |
638
+32
| +5% | +$15.5K | 0.16% | 43 |
|
|
2023
Q4 | $214K | Buy |
+606
| New | +$214K | 0.12% | 56 |
|