TWM
TriaGen Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
540
-50
| -8% | -$36.9K | 0.12% | 128 |
|
|
2025
Q1 | $340K | Sell |
590
-1,450
| -71% | -$836K | 0.12% | 129 |
|
|
2024
Q4 | $1.19M | Sell |
2,040
-114
| -5% | -$66.7K | 0.4% | 63 |
|
|
2024
Q3 | $1.23M | Sell |
2,154
-80
| -4% | -$45.8K | 0.41% | 63 |
|
|
2024
Q2 | $1.13M | Sell |
2,234
-2,098
| -48% | -$1.06M | 0.44% | 62 |
|
|
2024
Q1 | $2.1M | Buy |
+4,332
| New | +$2.1M | 0.87% | 34 |
|