Phillips Wealth Planners’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 | $1.36M | Buy |
1,892
+224
| +13% | +$161K | 1.24% | 12 |
|
|
2025
Q1 | $907K | Buy |
1,668
+118
| +8% | +$64.1K | 0.96% | 29 |
|
|
2024
Q4 | $955K | Buy |
1,550
+352
| +29% | +$217K | 0.95% | 27 |
|
|
2024
Q3 | $691K | Buy |
1,198
+217
| +22% | +$125K | 0.66% | 36 |
|
|
2024
Q2 | $525K | Buy |
981
+110
| +13% | +$58.8K | 0.55% | 58 |
|
|
2024
Q1 | $435K | Buy |
871
+105
| +14% | +$52.5K | 0.5% | 71 |
|
|
2023
Q4 | $288K | Sell |
766
-46
| -6% | -$17.3K | 0.35% | 103 |
|
|
2023
Q3 | $254K | Buy |
+812
| New | +$254K | 0.34% | 116 |
|