Smallwood Wealth Investment 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
Q1 | $272K | Sell |
472
-40
| -8% | -$23.1K | 0.17% | 65 |
|
|
2024
Q4 | $300K | Buy |
512
+81
| +19% | +$47.4K | 0.2% | 60 |
|
|
2024
Q3 | $247K | Buy |
431
+15
| +4% | +$8.59K | 0.18% | 63 |
|
|
2024
Q2 | $210K | Buy |
+416
| New | +$210K | 0.16% | 63 |
|
|
2022
Q2 | – | Sell |
-901
| Closed | -$200K | – | 63 |
|
|
2022
Q1 | $200K | Sell |
901
-3
| -0.3% | -$666 | 0.19% | 55 |
|
|
2021
Q4 | $304K | Buy |
+904
| New | +$304K | 0.28% | 44 |
|