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Total Wealth Planning & Management, Inc. → META

Total Wealth Planning & Management, Inc. META Position History

Meta Platforms, Inc. • Technology

Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.2M
Q1 2026$1.2M
Q2 2026$1.3M
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M2.0K——
Q2 2026$1.3M2.3K——
Q1 2026$1.2M2.1K——
Q4 2025$1.2M1.9K——

Other funds holding META

Other Total Wealth Planning & Management, Inc. positions

AAPL

APPLE INC

$4.7M
MU

MICRON TECHNOLOGY INC

$4.5M
AAPL

APPLE INC

$4.4M
CQP

CHENIERE ENERGY INC

$4.3M
AAPL

APPLE INC

$4.3M
AAPL

APPLE INC

$3.8M
EXE

EXPAND ENERGY CORPORATION

$3.8M
MSFT

MICROSOFT CORP

$3.7M