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