Strategic Family Wealth Counselors’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 | $1.3M | Sell |
1,757
-119
| -6% | -$87.8K | 0.37% | 56 |
|
2025
Q1 | $1.08M | Buy |
1,876
+60
| +3% | +$34.6K | 0.35% | 56 |
|
2024
Q4 | $1.06M | Buy |
1,816
+522
| +40% | +$306K | 0.35% | 57 |
|
2024
Q3 | $741K | Sell |
1,294
-122
| -9% | -$69.8K | 0.26% | 61 |
|
2024
Q2 | $714K | Buy |
1,416
+26
| +2% | +$13.1K | 0.27% | 59 |
|
2024
Q1 | $675K | Buy |
1,390
+15
| +1% | +$7.28K | 0.27% | 58 |
|
2023
Q4 | $487K | Hold |
1,375
| – | – | 0.2% | 63 |
|
2023
Q3 | $413K | Hold |
1,375
| – | – | 0.2% | 65 |
|
2023
Q2 | $395K | Hold |
1,375
| – | – | 0.18% | 66 |
|
2023
Q1 | $291K | Buy |
+1,375
| New | +$291K | 0.14% | 75 |
|