Level Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$466K	Buy	814 +58	+8%	+$37.2K	0.12%	66
2025 Q4	$499K	Hold	756	–	–	0.13%	64
2025 Q3	$555K	Hold	756	–	–	0.16%	63
2025 Q2	$558K	Sell	756 -18	-2%	-$11.1K	0.17%	58
2025 Q1	$446K	Sell	774 -28	-3%	-$18.1K	0.15%	62
2024 Q4	$470K	Buy	802 +178	+29%	+$104K	0.17%	56
2024 Q3	$357K	Buy	+624	New	+$321K	0.14%	60
2024 Q2	–	Sell	-624	Closed	-$303K	–	73
2024 Q1	$303K	Hold	624	–	–	0.14%	60
2023 Q4	$221K	Sell	624 -20	-3%	-$6.51K	0.11%	62
2023 Q3	$193K	Sell	644 -32	-5%	-$9.64K	0.11%	60
2023 Q2	$194K	Buy	676 +32	+5%	+$7.9K	0.11%	59
2023 Q1	$136K	Sell	644 -115	-15%	-$19.6K	0.08%	63
2022 Q4	$91K	Buy	759 +12	+2%	+$1.41K	0.06%	74
2022 Q3	$101K	Sell	747 -25	-3%	-$4.05K	0.07%	69
2022 Q2	$124K	Buy	772 +17	+2%	+$3.28K	0.09%	63
2022 Q1	$168K	Buy	755 +28	+4%	+$7K	0.13%	49
2021 Q4	$245K	Buy	+727	New	+$241K	0.19%	39