Sage Investment Advisers’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-516
Closed -$260K 76
2024
Q2
$260K Sell
516
-57
-10% -$28.7K 0.29% 55
2024
Q1
$278K Sell
573
-31
-5% -$15.1K 0.32% 56
2023
Q4
$214K Sell
604
-66
-10% -$23.4K 0.26% 62
2023
Q3
$201K Buy
+670
New +$201K 0.28% 58