WFAG
Worth Financial Advisory Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
3,253
+325
| +11% | +$240K | 1.47% | 17 |
|
|
2025
Q1 | $1.69M | Buy |
2,928
+470
| +19% | +$271K | 1.07% | 21 |
|
|
2024
Q4 | $1.44M | Sell |
2,458
-53
| -2% | -$31K | 0.89% | 27 |
|
|
2024
Q3 | $1.44M | Buy |
2,511
+55
| +2% | +$31.5K | 0.84% | 27 |
|
|
2024
Q2 | $1.24M | Buy |
2,456
+743
| +43% | +$375K | 0.81% | 27 |
|
|
2024
Q1 | $832K | Buy |
1,713
+120
| +8% | +$58.3K | 0.58% | 48 |
|
|
2023
Q4 | $564K | Sell |
1,593
-26
| -2% | -$9.2K | 0.45% | 62 |
|
|
2023
Q3 | $486K | Buy |
1,619
+20
| +1% | +$6K | 0.44% | 62 |
|
|
2023
Q2 | $459K | Buy |
1,599
+95
| +6% | +$27.3K | 0.43% | 69 |
|
|
2023
Q1 | $319K | Buy |
+1,504
| New | +$319K | 0.3% | 84 |
|