Sard Wealth Management Group’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 | $530K | Buy |
719
+21
| +3% | +$15.5K | 0.33% | 28 |
|
|
2025
Q1 | $402K | Sell |
698
-10
| -1% | -$5.77K | 0.27% | 30 |
|
|
2024
Q4 | $414K | Buy |
708
+1
| +0.1% | +$585 | 0.28% | 28 |
|
|
2024
Q3 | $405K | Sell |
707
-1
| -0.1% | -$573 | 0.27% | 29 |
|
|
2024
Q2 | $357K | Buy |
708
+182
| +35% | +$91.8K | 0.25% | 32 |
|
|
2024
Q1 | $256K | Buy |
+526
| New | +$256K | 0.23% | 36 |
|