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 |
|