LifePlan Investment 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 | $592K | Buy |
802
+37
| +5% | +$27.3K | 0.29% | 67 |
|
2025
Q1 | $441K | Hold |
765
| – | – | 0.25% | 72 |
|
2024
Q4 | $448K | Buy |
765
+46
| +6% | +$26.9K | 0.28% | 67 |
|
2024
Q3 | $412K | Buy |
719
+12
| +2% | +$6.87K | 0.26% | 62 |
|
2024
Q2 | $356K | Buy |
707
+24
| +4% | +$12.1K | 0.26% | 66 |
|
2024
Q1 | $332K | Buy |
683
+49
| +8% | +$23.8K | 0.26% | 62 |
|
2023
Q4 | $224K | Buy |
+634
| New | +$224K | 0.21% | 64 |
|