TFA
Trinity Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $650K | Sell |
881
-425
| -33% | -$314K | 0.2% | 48 |
|
2025
Q1 | $694K | Buy |
1,306
+191
| +17% | +$102K | 0.25% | 42 |
|
2024
Q4 | $668K | Buy |
1,115
+10
| +0.9% | +$5.99K | 0.25% | 38 |
|
2024
Q3 | $566K | Hold |
1,105
| – | – | 0.25% | 39 |
|
2024
Q2 | $557K | Sell |
1,105
-31
| -3% | -$15.6K | 0.25% | 40 |
|
2024
Q1 | $552K | Hold |
1,136
| – | – | 0.25% | 37 |
|
2023
Q4 | $402K | Sell |
1,136
-5
| -0.4% | -$1.77K | 0.2% | 47 |
|
2023
Q3 | $343K | Sell |
1,141
-174
| -13% | -$52.2K | 0.18% | 49 |
|
2023
Q2 | $377K | Buy |
+1,315
| New | +$377K | 0.2% | 52 |
|