National Wealth Management Group’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
Q1
$3.71M Sell
6,440
-145
-2% -$83.6K 2.44% 9
2024
Q4
$3.86M Buy
6,585
+1,017
+18% +$596K 2.57% 9
2024
Q3
$3.19M Buy
5,568
+70
+1% +$40.1K 2.16% 12
2024
Q2
$2.77M Buy
5,498
+202
+4% +$102K 2.11% 11
2024
Q1
$2.57M Buy
5,296
+9
+0.2% +$4.37K 2% 14
2023
Q4
$1.87M Buy
5,287
+1,981
+60% +$701K 1.81% 15
2023
Q3
$992K Sell
3,306
-4
-0.1% -$1.2K 1.08% 28
2023
Q2
$1.03M Buy
+3,310
New +$1.03M 1.08% 27
2022
Q2
Sell
-927
Closed -$206K 126
2022
Q1
$206K Buy
927
+30
+3% +$6.67K 0.2% 105
2021
Q4
$302K Buy
+897
New +$302K 0.28% 86