WFPG
Waller Financial Planning Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
657
-154
| -19% | -$114K | 0.12% | 49 |
|
|
2025
Q1 | $468K | Buy |
811
+171
| +27% | +$98.6K | 0.13% | 50 |
|
|
2024
Q4 | $375K | Buy |
640
+1
| +0.2% | +$585 | 0.09% | 53 |
|
|
2024
Q3 | $366K | Hold |
639
| – | – | 0.09% | 53 |
|
|
2024
Q2 | $322K | Sell |
639
-40
| -6% | -$20.2K | 0.09% | 52 |
|
|
2024
Q1 | $329K | Sell |
679
-9
| -1% | -$4.37K | 0.09% | 50 |
|
|
2023
Q4 | $244K | Buy |
688
+10
| +1% | +$3.54K | 0.06% | 55 |
|
|
2023
Q3 | $204K | Buy |
+678
| New | +$204K | 0.06% | 54 |
|
|
2022
Q1 | – | Sell |
-635
| Closed | -$214K | – | 54 |
|
|
2021
Q4 | $214K | Hold |
635
| – | – | 0.05% | 51 |
|
|
2021
Q3 | $216K | Hold |
635
| – | – | 0.06% | 49 |
|
|
2021
Q2 | $221K | Buy |
+635
| New | +$221K | 0.06% | 47 |
|