Summit Wealth & Retirement Planning’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 | $490K | Buy |
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|
2025
Q2 | $488K | Buy |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $381K | Hold |
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $316K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $678K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $786K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $272K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $218K | Buy |
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