Root Financial Partners’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
Q3
$5.16M Buy
2025
Q2
$4.55M Buy
2025
Q1
$3.4M Buy
2024
Q4
$3.07M Buy
2024
Q3
$2.6M Buy
2024
Q2
$1.53M Buy
2024
Q1
$1.29M Buy
2023
Q4
$748K Buy
2023
Q3
$595K Sell
2023
Q2
$594K Sell
2023
Q1
$454K Buy