Navis Wealth 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
$1.21M Buy
1,646
+210
+15% +$155K 1.02% 18
2025
Q1
$828K Buy
+1,436
New +$828K 0.81% 26
2021
Q1
Sell
-562
Closed -$154K 149
2020
Q4
$154K Buy
+562
New +$154K 0.14% 90