Shira Ridge 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 | $1.39M | Buy |
1,888
+83
| +5% | +$61.3K | 0.64% | 29 |
|
2025
Q1 | $1.04M | Sell |
1,805
-28
| -2% | -$16.1K | 0.52% | 32 |
|
2024
Q4 | $1.07M | Buy |
1,833
+85
| +5% | +$49.8K | 0.53% | 30 |
|
2024
Q3 | $1M | Sell |
1,748
-59
| -3% | -$33.8K | 0.51% | 31 |
|
2024
Q2 | $911K | Buy |
1,807
+546
| +43% | +$275K | 0.51% | 31 |
|
2024
Q1 | $612K | Hold |
1,261
| – | – | 0.35% | 46 |
|
2023
Q4 | $446K | Buy |
1,261
+102
| +9% | +$36.1K | 0.27% | 51 |
|
2023
Q3 | $348K | Buy |
1,159
+3
| +0.3% | +$901 | 0.23% | 55 |
|
2023
Q2 | $332K | Buy |
1,156
+179
| +18% | +$51.4K | 0.21% | 55 |
|
2023
Q1 | $207K | Buy |
+977
| New | +$207K | 0.14% | 63 |
|