Total Wealth Planning & 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
$1.54M Hold
2,087
1.25% 12
2025
Q1
$1.2M Sell
2,087
-141
-6% -$81.3K 1.14% 17
2024
Q4
$1.3M Buy
+2,228
New +$1.3M 1.18% 16