Surience Private Wealth’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 | – | Sell |
-4,154
| Closed | -$2.39M | – | 39 |
|
|
2025
Q1 | $2.39M | Buy |
+4,154
| New | +$2.39M | 4.16% | 11 |
|
|
2024
Q3 | – | Sell |
-7,668
| Closed | -$3.87M | – | 32 |
|
|
2024
Q2 | $3.87M | Buy |
+7,668
| New | +$3.87M | 4.97% | 12 |
|
|
2024
Q1 | – | Sell |
-11,343
| Closed | -$4.01M | – | 34 |
|
|
2023
Q4 | $4.01M | Buy |
11,343
+5,307
| +88% | +$1.88M | 4.08% | 9 |
|
|
2023
Q3 | $1.81M | Sell |
6,036
-3,199
| -35% | -$960K | 3.51% | 10 |
|
|
2023
Q2 | $2.65M | Buy |
+9,235
| New | +$2.65M | 3.79% | 10 |
|