Wellspring Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
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2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $325K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $336K | Sell |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $224K | Buy |
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