Lutz Financial Services’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 | $583K | Sell |
790
-26
| -3% | -$19.2K | 0.05% | 69 |
|
|
2025
Q1 | $470K | Buy |
816
+42
| +5% | +$24.2K | 0.04% | 71 |
|
|
2024
Q4 | $453K | Sell |
774
-32
| -4% | -$18.7K | 0.04% | 72 |
|
|
2024
Q3 | $461K | Sell |
806
-19
| -2% | -$10.9K | 0.04% | 70 |
|
|
2024
Q2 | $416K | Sell |
825
-31
| -4% | -$15.6K | 0.04% | 72 |
|
|
2024
Q1 | $416K | Buy |
856
+31
| +4% | +$15.1K | 0.04% | 72 |
|
|
2023
Q4 | $292K | Sell |
825
-68
| -8% | -$24.1K | 0.03% | 75 |
|
|
2023
Q3 | $268K | Buy |
893
+1
| +0.1% | +$300 | 0.03% | 72 |
|
|
2023
Q2 | $256K | Buy |
+892
| New | +$256K | 0.03% | 74 |
|