SWA
META icon

Strategies 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
$5.22M Buy
7,079
+259
+4% +$191K 0.57% 24
2025
Q1
$3.93M Buy
6,820
+2,887
+73% +$1.66M 0.48% 24
2024
Q4
$2.85M Buy
+3,933
New +$2.85M 0.36% 27