Provenance Wealth 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
Q2
$698K Sell
946
-31
-3% -$22.9K 0.1% 51
2025
Q1
$563K Sell
977
-77
-7% -$44.4K 0.08% 62
2024
Q4
$617K Buy
1,054
+208
+25% +$122K 0.08% 70
2024
Q3
$484K Hold
846
0.06% 100
2024
Q2
$427K Hold
846
0.06% 93
2024
Q1
$411K Sell
846
-7
-0.8% -$3.4K 0.06% 98
2023
Q4
$302K Buy
853
+197
+30% +$69.7K 0.04% 108
2023
Q3
$197K Buy
+656
New +$197K 0.03% 114