Sweet Financial 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
2024
Q3
$2.23M Sell
3,888
-70
-2% -$40.1K 0.48% 49
2024
Q2
$2M Buy
3,958
+50
+1% +$25.2K 0.46% 49
2024
Q1
$1.9M Sell
3,908
-2,793
-42% -$1.36M 0.44% 48
2023
Q4
$2.37M Buy
6,701
+225
+3% +$79.6K 0.56% 39
2023
Q3
$1.94M Sell
6,476
-501
-7% -$150K 0.51% 40
2023
Q2
$2M Buy
6,977
+661
+10% +$190K 0.52% 36
2023
Q1
$1.34M Buy
6,316
+2,153
+52% +$456K 0.37% 49
2022
Q4
$501K Sell
4,163
-139
-3% -$16.7K 0.15% 102
2022
Q3
$584K Buy
+4,302
New +$584K 0.19% 78
2022
Q1
Sell
-712
Closed -$239K 182
2021
Q4
$239K Buy
+712
New +$239K 0.1% 132