SWA
Strata Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
570
+19
| +3% | +$14K | 0.12% | 53 |
|
|
2025
Q1 | $318K | Sell |
551
-196
| -26% | -$113K | 0.1% | 61 |
|
|
2024
Q4 | $437K | Sell |
747
-35
| -4% | -$20.5K | 0.14% | 53 |
|
|
2024
Q3 | $448K | Buy |
782
+77
| +11% | +$44.1K | 0.14% | 51 |
|
|
2024
Q2 | $355K | Buy |
705
+76
| +12% | +$38.3K | 0.12% | 53 |
|
|
2024
Q1 | $305K | Buy |
+629
| New | +$305K | 0.11% | 61 |
|
|
2023
Q1 | $647K | Sell |
3,055
-394
| -11% | -$83.5K | 0.33% | 27 |
|
|
2022
Q4 | $415K | Buy |
+3,449
| New | +$415K | 0.23% | 35 |
|