Summit Wealth Group’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $400K | Hold |
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|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $303K | Buy |
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|
2021
Q2 | $298K | Sell |
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|
2021
Q1 | $263K | Sell |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $241K | Buy |
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