Topel & Distasi Wealth Management’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 | $711K | Buy |
963
+128
| +15% | +$94.5K | 0.37% | 42 |
|
|
2025
Q1 | $481K | Sell |
835
-123
| -13% | -$70.9K | 0.22% | 57 |
|
|
2024
Q4 | $561K | Buy |
958
+122
| +15% | +$71.4K | 0.24% | 58 |
|
|
2024
Q3 | $479K | Sell |
836
-94
| -10% | -$53.8K | 0.2% | 60 |
|
|
2024
Q2 | $469K | Buy |
930
+153
| +20% | +$77.1K | 0.21% | 58 |
|
|
2024
Q1 | $377K | Buy |
+777
| New | +$377K | 0.17% | 62 |
|