Whalen 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 | $3.16M | Sell |
4,277
-311
| -7% | -$230K | 1.98% | 7 |
|
|
2025
Q1 | $2.64M | Sell |
4,588
-1,060
| -19% | -$611K | 1.76% | 15 |
|
|
2024
Q4 | $3.31M | Sell |
5,648
-1,079
| -16% | -$632K | 2.29% | 10 |
|
|
2024
Q3 | $3.85M | Buy |
6,727
+524
| +8% | +$300K | 2.72% | 8 |
|
|
2024
Q2 | $3.13M | Sell |
6,203
-780
| -11% | -$393K | 2.48% | 9 |
|
|
2024
Q1 | $3.39M | Sell |
6,983
-1,057
| -13% | -$513K | 2.51% | 6 |
|
|
2023
Q4 | $2.85M | Buy |
+8,040
| New | +$2.85M | 2.56% | 4 |
|