NIWA
New Insight Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Buy |
5,668
+471
| +9% | +$348K | 1.72% | 16 |
|
|
2025
Q1 | $3M | Buy |
5,197
+699
| +16% | +$403K | 1.36% | 21 |
|
|
2024
Q4 | $2.63M | Buy |
4,498
+305
| +7% | +$179K | 1.32% | 19 |
|
|
2024
Q3 | $2.4M | Sell |
4,193
-72
| -2% | -$41.2K | 1.26% | 19 |
|
|
2024
Q2 | $2.15M | Buy |
4,265
+413
| +11% | +$208K | 1.27% | 21 |
|
|
2024
Q1 | $1.87M | Sell |
3,852
-49
| -1% | -$23.8K | 1.17% | 24 |
|
|
2023
Q4 | $1.38M | Buy |
+3,901
| New | +$1.38M | 0.93% | 24 |
|