Summit Investment Advisors’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
$328K Buy
437
+6
+1% +$4.5K 0.27% 47
2025
Q1
$253K Buy
431
+10
+2% +$5.87K 0.23% 49
2024
Q4
$307K Buy
+421
New +$307K 0.27% 43