Summit Wealth Partners’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 | $638K | Sell |
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|
2025
Q2 | $651K | Sell |
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|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q3 | $456K | Buy |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $324K | Hold |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $242K | Buy |
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