Wheelhouse Advisory Group’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	$305K	Buy	413 +27	+7%	+$20K	0.15%	36
2025 Q1	$223K	Buy	386 +6	+2%	+$3.46K	0.13%	38
2024 Q4	$223K	Buy	380 +18	+5%	+$10.6K	0.13%	40
2024 Q3	$208K	Buy	+362	New	+$208K	0.13%	40