Portside Wealth Group’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
$7.35M Buy
9,963
+1,061
+12% +$783K 1.09% 15
2025
Q1
$5.13M Buy
8,902
+1,187
+15% +$684K 0.84% 25
2024
Q4
$4.52M Buy
7,715
+1,799
+30% +$1.05M 0.75% 32
2024
Q3
$3.39M Buy
5,916
+852
+17% +$488K 0.58% 44
2024
Q2
$2.55M Buy
5,064
+138
+3% +$69.6K 0.49% 53
2024
Q1
$2.39M Sell
4,926
-553
-10% -$269K 0.44% 63
2023
Q4
$1.94M Buy
5,479
+532
+11% +$188K 0.36% 78
2023
Q3
$1.49M Buy
4,947
+700
+16% +$210K 0.28% 91
2023
Q2
$1.22M Buy
+4,247
New +$1.22M 0.23% 105