UP Strategic Wealth Investment 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
$1.55M Buy
2,104
+367
+21% +$271K 1.21% 14
2025
Q1
$1M Buy
1,737
+158
+10% +$91.1K 0.89% 20
2024
Q4
$925K Buy
1,579
+621
+65% +$364K 0.92% 22
2024
Q3
$548K Buy
+958
New +$548K 0.61% 31