Peak Financial Advisors’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 Q1	–	Sell	-6,264	Closed	-$3.67M	–	80
2024 Q4	$3.67M	Sell	6,264 -56	-0.9%	-$32.8K	1.91%	12
2024 Q3	$3.62M	Buy	6,320 +76	+1%	+$43.5K	1.86%	12
2024 Q2	$3.15M	Buy	+6,244	New	+$3.15M	1.81%	14