Modern Wealth Management’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 | $7.45M | Buy |
10,097
+1,560
| +18% | +$1.15M | 0.19% | 121 |
|
|
2025
Q1 | $4.92M | Buy |
8,537
+2,004
| +31% | +$1.16M | 0.16% | 126 |
|
|
2024
Q4 | $3.83M | Buy |
6,533
+1,149
| +21% | +$673K | 0.14% | 132 |
|
|
2024
Q3 | $3.08M | Buy |
5,384
+242
| +5% | +$139K | 0.19% | 87 |
|
|
2024
Q2 | $2.59M | Buy |
5,142
+220
| +4% | +$111K | 0.19% | 74 |
|
|
2024
Q1 | $2.39M | Buy |
4,922
+1,476
| +43% | +$717K | 0.22% | 63 |
|
|
2023
Q4 | $1.22M | Buy |
+3,446
| New | +$1.22M | 0.15% | 54 |
|