Worth Financial Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,342	Closed	-$2.21M	–	132
2025 Q4	$2.21M	Buy	3,342 +162	+5%	+$108K	1.07%	20
2025 Q3	$2.34M	Sell	3,180 -73	-2%	-$54.3K	1.31%	20
2025 Q2	$2.4M	Buy	3,253 +325	+11%	+$201K	1.47%	17
2025 Q1	$1.69M	Buy	2,928 +470	+19%	+$303K	1.07%	21
2024 Q4	$1.44M	Sell	2,458 -53	-2%	-$31.1K	0.89%	27
2024 Q3	$1.44M	Buy	2,511 +55	+2%	+$28.3K	0.84%	27
2024 Q2	$1.24M	Buy	2,456 +743	+43%	+$361K	0.81%	27
2024 Q1	$832K	Buy	1,713 +120	+8%	+$53.5K	0.58%	48
2023 Q4	$564K	Sell	1,593 -26	-2%	-$8.47K	0.45%	62
2023 Q3	$486K	Buy	1,619 +20	+1%	+$6.03K	0.44%	62
2023 Q2	$459K	Buy	1,599 +95	+6%	+$23.4K	0.43%	69
2023 Q1	$319K	Buy	+1,504	New	+$256K	0.3%	84