TruWealth 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 | $14.5M | Buy |
19,668
+1,219
| +7% | +$900K | 0.8% | 40 |
|
|
2025
Q1 | $10.6M | Buy |
18,449
+523
| +3% | +$301K | 0.64% | 44 |
|
|
2024
Q4 | $10.5M | Buy |
17,926
+781
| +5% | +$457K | 0.63% | 42 |
|
|
2024
Q3 | $9.81M | Buy |
17,145
+673
| +4% | +$385K | 0.6% | 44 |
|
|
2024
Q2 | $8.31M | Buy |
16,472
+3,307
| +25% | +$1.67M | 0.55% | 43 |
|
|
2024
Q1 | $6.39M | Buy |
13,165
+10,633
| +420% | +$5.16M | 0.45% | 50 |
|
|
2023
Q4 | $896K | Sell |
2,532
-19
| -0.7% | -$6.73K | 0.07% | 76 |
|
|
2023
Q3 | $766K | Sell |
2,551
-16
| -0.6% | -$4.8K | 0.07% | 78 |
|
|
2023
Q2 | $737K | Sell |
2,567
-122
| -5% | -$35K | 0.06% | 77 |
|
|
2023
Q1 | $570K | Sell |
2,689
-1,521
| -36% | -$322K | 0.05% | 86 |
|
|
2022
Q4 | $507K | Buy |
4,210
+1,259
| +43% | +$152K | 0.05% | 87 |
|
|
2022
Q3 | $400K | Buy |
2,951
+462
| +19% | +$62.6K | 0.04% | 87 |
|
|
2022
Q2 | $401K | Buy |
2,489
+132
| +6% | +$21.3K | 0.04% | 90 |
|
|
2022
Q1 | $524K | Buy |
2,357
+892
| +61% | +$198K | 0.05% | 74 |
|
|
2021
Q4 | $493K | Buy |
1,465
+40
| +3% | +$13.5K | 0.05% | 77 |
|
|
2021
Q3 | $484K | Buy |
1,425
+266
| +23% | +$90.3K | 0.05% | 77 |
|
|
2021
Q2 | $403K | Sell |
1,159
-75
| -6% | -$26.1K | 0.05% | 81 |
|
|
2021
Q1 | $363K | Sell |
1,234
-70
| -5% | -$20.6K | 0.05% | 79 |
|
|
2020
Q4 | $356K | Buy |
+1,304
| New | +$356K | 0.05% | 79 |
|