Whalen Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Whalen Wealth Management’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.38M	Buy
2025 Q2	$3.16M	Sell
2025 Q1	$2.64M	Sell
2024 Q4	$3.31M	Sell
2024 Q3	$3.85M	Buy
2024 Q2	$3.13M	Sell
2024 Q1	$3.39M	Sell
2023 Q4	$2.85M	Buy