Westwood Wealth Management’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 | $25.7M | Sell |
34,794
-1,686
| -5% | -$1.24M | 8.63% | 2 |
|
|
2025
Q1 | $21M | Buy |
36,480
+4,740
| +15% | +$2.73M | 9.07% | 3 |
|
|
2024
Q4 | $18.6M | Buy |
31,740
+304
| +1% | +$178K | 6.71% | 3 |
|
|
2024
Q3 | $18M | Buy |
31,436
+4,845
| +18% | +$2.77M | 7.05% | 3 |
|
|
2024
Q2 | $13.4M | Buy |
26,591
+2,118
| +9% | +$1.07M | 5% | 3 |
|
|
2024
Q1 | $11.9M | Buy |
24,473
+18,322
| +298% | +$8.9M | 5.81% | 3 |
|
|
2023
Q4 | $2.18M | Buy |
6,151
+2,040
| +50% | +$722K | 1.68% | 12 |
|
|
2023
Q3 | $1.23M | Buy |
4,111
+900
| +28% | +$270K | 0.82% | 17 |
|
|
2023
Q2 | $921K | Buy |
3,211
+456
| +17% | +$131K | 0.65% | 21 |
|
|
2023
Q1 | $584K | Buy |
+2,755
| New | +$584K | 0.52% | 27 |
|
|
2022
Q1 | – | Sell |
-4,811
| Closed | -$1.62M | – | 45 |
|
|
2021
Q4 | $1.62M | Buy |
+4,811
| New | +$1.62M | 0.69% | 22 |
|