Schwallier Wealth Management’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 | $544K | Sell |
738
-325
| -31% | -$240K | 0.33% | 26 |
|
|
2025
Q1 | $613K | Buy |
1,063
+344
| +48% | +$198K | 0.45% | 24 |
|
|
2024
Q4 | $421K | Buy |
719
+19
| +3% | +$11.1K | 0.32% | 24 |
|
|
2024
Q3 | $401K | Sell |
700
-1
| -0.1% | -$572 | 0.29% | 25 |
|
|
2024
Q2 | $354K | Buy |
701
+50
| +8% | +$25.2K | 0.29% | 23 |
|
|
2024
Q1 | $316K | Sell |
651
-2
| -0.3% | -$971 | 0.25% | 24 |
|
|
2023
Q4 | $231K | Buy |
+653
| New | +$231K | 0.19% | 30 |
|