Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-452
| Closed | -$220K | – | 38 |
|
|
2024
Q1 | $220K | Buy |
+452
| New | +$220K | 0.1% | 64 |
|
|
2021
Q4 | – | Sell |
-606
| Closed | -$206K | – | 67 |
|
|
2021
Q3 | $206K | Sell |
606
-131
| -18% | -$44.5K | 0.07% | 66 |
|
|
2021
Q2 | $259K | Hold |
737
| – | – | 0.11% | 55 |
|
|
2021
Q1 | $217K | Buy |
+737
| New | +$217K | 0.12% | 59 |
|