Phillips Financial 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 | $855K | Buy |
1,158
+96
| +9% | +$70.9K | 0.06% | 114 |
|
|
2025
Q1 | $612K | Buy |
1,062
+90
| +9% | +$51.9K | 0.05% | 127 |
|
|
2024
Q4 | $569K | Buy |
972
+63
| +7% | +$36.9K | 0.04% | 129 |
|
|
2024
Q3 | $520K | Buy |
909
+14
| +2% | +$8.01K | 0.04% | 134 |
|
|
2024
Q2 | $451K | Buy |
895
+317
| +55% | +$160K | 0.04% | 136 |
|
|
2024
Q1 | $281K | Buy |
+578
| New | +$281K | 0.02% | 157 |
|