Triad Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
4,556
+532
| +13% | +$393K | 0.68% | 33 |
|
|
2025
Q1 | $2.32M | Buy |
4,024
+581
| +17% | +$335K | 0.72% | 33 |
|
|
2024
Q4 | $2.02M | Buy |
+3,443
| New | +$2.02M | 0.73% | 31 |
|
|
2024
Q3 | – | Sell |
-935
| Closed | -$471K | – | 564 |
|
|
2024
Q2 | $471K | Buy |
935
+195
| +26% | +$98.3K | 0.25% | 39 |
|
|
2024
Q1 | $359K | Buy |
+740
| New | +$359K | 0.28% | 36 |
|