Orgel Wealth Management’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	$654K	Sell	886 -129	-13%	-$95.2K	0.02%	57
2025 Q1	$585K	Hold	1,015	–	–	0.02%	55
2024 Q4	$594K	Hold	1,015	–	–	0.02%	55
2024 Q3	$581K	Buy	1,015 +1	+0.1%	+$572	0.01%	56
2024 Q2	$511K	Buy	1,014 +14	+1%	+$7.06K	0.01%	54
2024 Q1	$486K	Sell	1,000 -22	-2%	-$10.7K	0.01%	55
2023 Q4	$362K	Buy	1,022 +20	+2%	+$7.08K	0.01%	64
2023 Q3	$301K	Buy	1,002 +2	+0.2%	+$600	0.01%	67
2023 Q2	$287K	Hold	1,000	–	–	0.01%	65
2023 Q1	$212K	Buy	+1,000	New	+$212K	0.01%	70
2022 Q2	–	Sell	-1,000	Closed	-$222K	–	71
2022 Q1	$222K	Sell	1,000 -125	-11%	-$27.8K	0.02%	59
2021 Q4	$378K	Buy	1,125 +5	+0.4%	+$1.68K	0.04%	40
2021 Q3	$380K	Buy	1,120 +120	+12%	+$40.7K	0.04%	36
2021 Q2	$348K	Hold	1,000	–	–	0.04%	37
2021 Q1	$295K	Hold	1,000	–	–	0.04%	39
2020 Q4	$273K	Sell	1,000 -1,000	-50%	-$273K	0.06%	39
2020 Q3	$524K	Hold	2,000	–	–	0.15%	25
2020 Q2	$454K	Buy	+2,000	New	+$454K	0.17%	27
2020 Q1	–	Sell	-1,000	Closed	-$205K	–	52
2019 Q4	$205K	Buy	+1,000	New	+$205K	0.06%	50
2018 Q3	–	Sell	-1,090	Closed	-$212K	–	39
2018 Q2	$212K	Sell	1,090 -170	-13%	-$33.1K	0.05%	40
2018 Q1	$201K	Sell	1,260 -158	-11%	-$25.2K	0.05%	40
2017 Q4	$250K	Buy	1,418 +129	+10%	+$22.7K	0.06%	37
2017 Q3	$220K	Sell	1,289 -63	-5%	-$10.8K	0.08%	29
2017 Q2	$204K	Sell	1,352 -156	-10%	-$23.5K	0.07%	27
2017 Q1	$215K	Buy	+1,508	New	+$215K	0.09%	23