Safeguard Financial’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
Q1 | $808K | Buy |
1,402
+106
| +8% | +$61.1K | 0.18% | 43 |
|
|
2024
Q4 | $759K | Buy |
1,296
+623
| +93% | +$365K | 0.16% | 49 |
|
|
2024
Q3 | $385K | Buy |
673
+230
| +52% | +$132K | 0.09% | 82 |
|
|
2024
Q2 | $223K | Buy |
+443
| New | +$223K | 0.06% | 95 |
|
|
2023
Q3 | – | Sell |
-347
| Closed | -$99K | – | 360 |
|
|
2023
Q2 | $99K | Buy |
+347
| New | +$99K | 0.05% | 100 |
|