WFA
WestHill Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
710
+2
| +0.3% | +$1.48K | 0.11% | 40 |
|
|
2025
Q1 | $408K | Buy |
708
+9
| +1% | +$5.19K | 0.09% | 47 |
|
|
2024
Q4 | $409K | Sell |
699
-5
| -0.7% | -$2.93K | 0.09% | 48 |
|
|
2024
Q3 | $403K | Buy |
704
+25
| +4% | +$14.3K | 0.09% | 49 |
|
|
2024
Q2 | $342K | Sell |
679
-20
| -3% | -$10.1K | 0.08% | 51 |
|
|
2024
Q1 | $339K | Sell |
699
-1
| -0.1% | -$486 | 0.08% | 51 |
|
|
2023
Q4 | $248K | Buy |
+700
| New | +$248K | 0.07% | 60 |
|