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

Shepherd 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 		– Sell
-10,449
Closed -$6.02M – 52
2025
Q1 		$6.02M Buy
10,449
+2,154
+26% +$1.24M 6.19% 8
2024
Q4 		$4.86M Buy
+8,295
New +$4.86M 4.78% 4