Prepared Retirement Institute’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
$682K Sell
924
-1
-0.1% -$738 0.4% 35
2025
Q1
$533K Sell
925
-8
-0.9% -$4.61K 0.34% 39
2024
Q4
$546K Buy
933
+21
+2% +$12.3K 0.31% 34
2024
Q3
$522K Buy
912
+25
+3% +$14.3K 0.32% 35
2024
Q2
$447K Buy
887
+1
+0.1% +$504 0.3% 38
2024
Q1
$430K Sell
886
-1,335
-60% -$649K 0.32% 37
2023
Q4
$786K Buy
+2,221
New +$786K 0.59% 24