Optivise Advisory Services’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	1,640 +143	+10%	+$106K	0.62%	41
2025 Q1	$863K	Sell	1,497 -239	-14%	-$138K	0.48%	51
2024 Q4	$1.02M	Buy	1,736 +700	+68%	+$410K	0.55%	49
2024 Q3	$593K	Sell	1,036 -209	-17%	-$120K	0.31%	67
2024 Q2	$628K	Buy	+1,245	New	+$628K	0.34%	70