TrueWealth Advisors’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 | $406K | Sell |
550
-30
| -5% | -$22.1K | 0.12% | 145 |
|
|
2025
Q1 | $334K | Sell |
580
-16
| -3% | -$9.22K | 0.11% | 152 |
|
|
2024
Q4 | $349K | Sell |
596
-484
| -45% | -$283K | 0.12% | 154 |
|
|
2024
Q3 | $618K | Buy |
1,080
+133
| +14% | +$76.1K | 0.21% | 91 |
|
|
2024
Q2 | $478K | Buy |
947
+381
| +67% | +$192K | 0.18% | 100 |
|
|
2024
Q1 | $275K | Buy |
+566
| New | +$275K | 0.11% | 165 |
|
|
2022
Q2 | – | Sell |
-744
| Closed | -$250K | – | 184 |
|
|
2022
Q1 | $250K | Hold |
744
| – | – | 0.11% | 148 |
|
|
2021
Q4 | $250K | Buy |
+744
| New | +$250K | 0.11% | 148 |
|
|
2021
Q3 | – | Sell |
-599
| Closed | -$208K | – | 144 |
|
|
2021
Q2 | $208K | Buy |
+599
| New | +$208K | 0.12% | 123 |
|