Roth 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 | $341K | Hold |
462
| – | – | 0.12% | 27 |
|
2025
Q1 | $266K | Hold |
462
| – | – | 0.11% | 28 |
|
2024
Q4 | $271K | Hold |
462
| – | – | 0.11% | 26 |
|
2024
Q3 | $264K | Hold |
462
| – | – | 0.11% | 27 |
|
2024
Q2 | $233K | Hold |
462
| – | – | 0.1% | 27 |
|
2024
Q1 | $224K | Buy |
+462
| New | +$224K | 0.1% | 28 |
|