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Shakespeare Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Shakespeare Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$924K Sell
1,252
-17
-1% -$12.5K 0.25% 43
2025
Q1 		$731K Buy
+1,269
New +$731K 0.2% 47