Root Financial Partners’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 | $4.55M | Buy |
6,170
+279
| +5% | +$206K | 0.44% | 31 |
|
|
2025
Q1 | $3.4M | Buy |
5,891
+654
| +12% | +$377K | 0.36% | 31 |
|
|
2024
Q4 | $3.07M | Buy |
5,237
+688
| +15% | +$403K | 0.38% | 28 |
|
|
2024
Q3 | $2.6M | Buy |
4,549
+1,516
| +50% | +$868K | 0.42% | 25 |
|
|
2024
Q2 | $1.53M | Buy |
3,033
+370
| +14% | +$187K | 0.36% | 28 |
|
|
2024
Q1 | $1.29M | Buy |
2,663
+551
| +26% | +$268K | 0.38% | 31 |
|
|
2023
Q4 | $748K | Buy |
2,112
+129
| +7% | +$45.7K | 0.28% | 37 |
|
|
2023
Q3 | $595K | Sell |
1,983
-86
| -4% | -$25.8K | 0.32% | 36 |
|
|
2023
Q2 | $594K | Sell |
2,069
-75
| -3% | -$21.5K | 0.35% | 34 |
|
|
2023
Q1 | $454K | Buy |
+2,144
| New | +$454K | 0.32% | 43 |
|