Summit Wealth & Retirement Planning’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 | $488K | Buy |
661
+11
| +2% | +$8.12K | 0.13% | 55 |
|
|
2025
Q1 | $375K | Hold |
650
| – | – | 0.11% | 54 |
|
|
2024
Q4 | $381K | Hold |
650
| – | – | 0.12% | 53 |
|
|
2024
Q3 | $372K | Hold |
650
| – | – | 0.12% | 49 |
|
|
2024
Q2 | $328K | Hold |
650
| – | – | 0.11% | 50 |
|
|
2024
Q1 | $316K | Buy |
+650
| New | +$316K | 0.11% | 51 |
|
|
2022
Q3 | – | Sell |
-3,014
| Closed | -$486K | – | 114 |
|
|
2022
Q2 | $486K | Sell |
3,014
-36
| -1% | -$5.81K | 0.19% | 68 |
|
|
2022
Q1 | $678K | Sell |
3,050
-26
| -0.8% | -$5.78K | 0.24% | 57 |
|
|
2021
Q4 | $1.04M | Buy |
3,076
+760
| +33% | +$256K | 0.35% | 40 |
|
|
2021
Q3 | $786K | Buy |
+2,316
| New | +$786K | 0.29% | 50 |
|
|
2021
Q2 | – | Sell |
-925
| Closed | -$272K | – | 94 |
|
|
2021
Q1 | $272K | Buy |
+925
| New | +$272K | 0.1% | 84 |
|
|
2019
Q3 | – | Sell |
-1,132
| Closed | -$218K | – | 129 |
|
|
2019
Q2 | $218K | Buy |
+1,132
| New | +$218K | 0.13% | 124 |
|