Rooted Wealth Advisors’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 | $1.35M | Buy |
1,877
+75
| +4% | +$53.8K | 0.47% | 37 |
|
|
2025
Q1 | $910K | Buy |
1,802
+24
| +1% | +$12.1K | 0.39% | 40 |
|
|
2024
Q4 | $1.1M | Sell |
1,778
-87
| -5% | -$53.8K | 0.43% | 39 |
|
|
2024
Q3 | $1.09M | Sell |
1,865
-45
| -2% | -$26.3K | 0.49% | 34 |
|
|
2024
Q2 | $909K | Buy |
1,910
+166
| +10% | +$79K | 0.4% | 42 |
|
|
2024
Q1 | $867K | Buy |
1,744
+38
| +2% | +$18.9K | 0.43% | 41 |
|
|
2023
Q4 | $776K | Sell |
1,706
-155
| -8% | -$70.5K | 0.41% | 42 |
|
|
2023
Q3 | $624K | Buy |
1,861
+757
| +69% | +$254K | 0.38% | 42 |
|
|
2023
Q2 | $325K | Buy |
1,104
+100
| +10% | +$29.4K | 0.22% | 54 |
|
|
2023
Q1 | $222K | Buy |
+1,004
| New | +$222K | 0.16% | 78 |
|