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