NFA
Northwest Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,651
| Closed | -$2.1M | – | 110 |
|
|
2025
Q1 | $2.1M | Buy |
3,651
+393
| +12% | +$227K | 1.75% | 13 |
|
|
2024
Q4 | $1.91M | Sell |
3,258
-13
| -0.4% | -$7.61K | 1.58% | 12 |
|
|
2024
Q3 | $1.87M | Buy |
3,271
+67
| +2% | +$38.4K | 1.49% | 12 |
|
|
2024
Q2 | $1.62M | Buy |
3,204
+72
| +2% | +$36.3K | 1.64% | 11 |
|
|
2024
Q1 | $1.52M | Buy |
3,132
+195
| +7% | +$94.7K | 1.67% | 15 |
|
|
2023
Q4 | $1.04M | Buy |
+2,937
| New | +$1.04M | 0.88% | 20 |
|