Willner & Heller’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
$637K Buy
863
+46
+6% +$34K 0.54% 60
2025
Q1
$471K Buy
817
+58
+8% +$33.4K 0.44% 82
2024
Q4
$444K Buy
759
+128
+20% +$74.9K 0.39% 85
2024
Q3
$361K Buy
+631
New +$361K 0.32% 106