RWA
Roberts Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Hold |
773
| – | – | 0.16% | 72 |
|
|
2025
Q1 | $446K | Hold |
773
| – | – | 0.14% | 81 |
|
|
2024
Q4 | $477K | Buy |
773
+70
| +10% | +$43.2K | 0.14% | 78 |
|
|
2024
Q3 | $417K | Buy |
703
+93
| +15% | +$55.1K | 0.13% | 78 |
|
|
2024
Q2 | $323K | Sell |
610
-5
| -0.8% | -$2.65K | 0.11% | 82 |
|
|
2024
Q1 | $308K | Buy |
+615
| New | +$308K | 0.12% | 82 |
|
|
2023
Q4 | – | Sell |
-749
| Closed | -$241K | – | 72 |
|
|
2023
Q3 | $241K | Hold |
749
| – | – | 0.11% | 84 |
|
|
2023
Q2 | $215K | Buy |
+749
| New | +$215K | 0.09% | 83 |
|
|
2022
Q1 | – | Sell |
-860
| Closed | -$291K | – | 95 |
|
|
2021
Q4 | $291K | Buy |
860
+16
| +2% | +$5.41K | 0.1% | 86 |
|
|
2021
Q3 | $286K | Buy |
+844
| New | +$286K | 0.11% | 87 |
|