Summit Wealth Partners’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 | $651K | Sell |
882
-45
| -5% | -$33.2K | 0.12% | 115 |
|
|
2025
Q1 | $534K | Buy |
927
+122
| +15% | +$70.3K | 0.11% | 122 |
|
|
2024
Q4 | $471K | Buy |
805
+8
| +1% | +$4.69K | 0.1% | 124 |
|
|
2024
Q3 | $456K | Buy |
797
+129
| +19% | +$73.8K | 0.09% | 144 |
|
|
2024
Q2 | $337K | Hold |
668
| – | – | 0.07% | 165 |
|
|
2024
Q1 | $324K | Hold |
668
| – | – | 0.07% | 169 |
|
|
2023
Q4 | $236K | Sell |
668
-71
| -10% | -$25.1K | 0.05% | 190 |
|
|
2023
Q3 | $222K | Sell |
739
-400
| -35% | -$120K | 0.06% | 172 |
|
|
2023
Q2 | $327K | Sell |
1,139
-2
| -0.2% | -$574 | 0.08% | 138 |
|
|
2023
Q1 | $242K | Buy |
+1,141
| New | +$242K | 0.06% | 165 |
|