REDW Wealth’s Meta Platforms (Facebook) META Stock Holding History

REDW Wealth’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$523K	Buy	709 +4	+0.6%	+$2.95K	0.21%	55
2025 Q1	$406K	Sell	705 -435	-38%	-$251K	0.15%	64
2024 Q4	$667K	Sell	1,140 -150	-12%	-$87.8K	0.23%	54
2024 Q3	$738K	Sell	1,290 -311	-19%	-$178K	0.19%	69
2024 Q2	$807K	Buy	1,601 +1	+0.1%	+$504	0.21%	62
2024 Q1	$777K	Buy	1,600 +12	+0.8%	+$5.83K	0.21%	64
2023 Q4	$562K	Hold	1,588	–	–	0.16%	73
2023 Q3	$477K	Buy	1,588 +5	+0.3%	+$1.5K	0.15%	82
2023 Q2	$454K	Buy	1,583 +438	+38%	+$126K	0.14%	88
2023 Q1	$243K	Buy	+1,145	New	+$243K	0.08%	123
2022 Q4	–	Sell	-2,143	Closed	-$291K	–	137
2022 Q3	$291K	Sell	2,143 -319	-13%	-$43.3K	0.11%	90
2022 Q2	$397K	Buy	2,462 +193	+9%	+$31.1K	0.15%	74
2022 Q1	$505K	Buy	2,269 +100	+5%	+$22.3K	0.15%	65
2021 Q4	$730K	Sell	2,169 -182	-8%	-$61.3K	0.21%	46
2021 Q3	$798K	Hold	2,351	–	–	0.25%	41
2021 Q2	$817K	Hold	2,351	–	–	0.26%	40
2021 Q1	$692K	Hold	2,351	–	–	0.23%	44
2020 Q4	$642K	Sell	2,351 -75	-3%	-$20.5K	0.24%	40
2020 Q3	$635K	Hold	2,426	–	–	0.27%	38
2020 Q2	$551K	Sell	2,426 -71	-3%	-$16.1K	0.27%	40
2020 Q1	$416K	Sell	2,497 -80	-3%	-$13.3K	0.26%	40
2019 Q4	$529K	Sell	2,577 -150	-6%	-$30.8K	0.29%	34
2019 Q3	$486K	Hold	2,727	–	–	0.29%	35
2019 Q2	$526K	Buy	2,727 +440	+19%	+$84.9K	0.31%	34
2019 Q1	$381K	Hold	2,287	–	–	0.23%	47
2018 Q4	$300K	Sell	2,287 -170	-7%	-$22.3K	0.21%	51
2018 Q3	$404K	Sell	2,457 -80	-3%	-$13.2K	0.27%	42
2018 Q2	$493K	Sell	2,537 -130	-5%	-$25.3K	0.35%	34
2018 Q1	$426K	Sell	2,667 -145	-5%	-$23.2K	0.32%	41
2017 Q4	$496K	Buy	2,812 +50	+2%	+$8.82K	0.39%	31
2017 Q3	$472K	Hold	2,762	–	–	0.39%	29
2017 Q2	$417K	Hold	2,762	–	–	0.41%	35
2017 Q1	$392K	Buy	2,762 +100	+4%	+$14.2K	0.4%	35
2016 Q4	$306K	Buy	+2,662	New	+$306K	0.35%	45