ShoreHaven Wealth Partners’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 | $228K | Buy |
+308
| New | +$228K | 0.09% | 88 |
|
|
2024
Q3 | – | Sell |
-747
| Closed | -$376K | – | 87 |
|
|
2024
Q2 | $376K | Buy |
747
+36
| +5% | +$18.1K | 0.2% | 58 |
|
|
2024
Q1 | $346K | Sell |
711
-33
| -4% | -$16K | 0.19% | 62 |
|
|
2023
Q4 | $263K | Buy |
744
+7
| +0.9% | +$2.48K | 0.16% | 68 |
|
|
2023
Q3 | $221K | Buy |
737
+14
| +2% | +$4.2K | 0.15% | 67 |
|
|
2023
Q2 | $207K | Buy |
+723
| New | +$207K | 0.14% | 66 |
|
|
2022
Q1 | – | Sell |
-657
| Closed | -$220K | – | 69 |
|
|
2021
Q4 | $220K | Hold |
657
| – | – | 0.11% | 47 |
|
|
2021
Q3 | $222K | Sell |
657
-63
| -9% | -$21.3K | 0.12% | 44 |
|
|
2021
Q2 | $250K | Hold |
720
| – | – | 0.13% | 45 |
|
|
2021
Q1 | $212K | Sell |
720
-100
| -12% | -$29.4K | 0.11% | 50 |
|
|
2020
Q4 | $224K | Buy |
+820
| New | +$224K | 0.13% | 48 |
|