Partnership 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
2024
Q4
Sell
-238
Closed -$136K 136
2024
Q3
$136K Sell
238
-854
-78% -$489K 0.1% 84
2024
Q2
$551K Sell
1,092
-595
-35% -$300K 0.41% 52
2024
Q1
$819K Sell
1,687
-107
-6% -$52K 0.57% 49
2023
Q4
$700K Buy
+1,794
New +$700K 0.53% 48