Roberts Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $571K | Hold |
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2025
Q1 | $446K | Hold |
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2024
Q4 | $477K | Buy |
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2024
Q3 | $417K | Buy |
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2024
Q2 | $323K | Sell |
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2024
Q1 | $308K | Buy |
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2023
Q4 | – | Sell |
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2023
Q3 | $241K | Hold |
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2023
Q2 | $215K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $291K | Buy |
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2021
Q3 | $286K | Buy |
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