WMG Financial Advisors’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 | $796K | Buy |
1,078
+5
| +0.5% | +$3.69K | 0.29% | 52 |
|
|
2025
Q1 | $618K | Buy |
1,073
+43
| +4% | +$24.8K | 0.26% | 59 |
|
|
2024
Q4 | $603K | Buy |
1,030
+70
| +7% | +$41K | 0.26% | 60 |
|
|
2024
Q3 | $550K | Buy |
960
+79
| +9% | +$45.2K | 0.25% | 60 |
|
|
2024
Q2 | $444K | Buy |
881
+103
| +13% | +$51.9K | 0.24% | 68 |
|
|
2024
Q1 | $378K | Buy |
+778
| New | +$378K | 0.22% | 78 |
|