AO
Advisor OS’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Buy |
8,377
+558
| +7% | +$412K | 0.61% | 26 |
|
|
2025
Q1 | $4.51M | Buy |
7,819
+478
| +7% | +$276K | 0.51% | 31 |
|
|
2024
Q4 | $4.3M | Buy |
7,341
+312
| +4% | +$183K | 0.5% | 33 |
|
|
2024
Q3 | $4.02M | Buy |
7,029
+624
| +10% | +$357K | 0.4% | 43 |
|
|
2024
Q2 | $3.23M | Buy |
6,405
+361
| +6% | +$182K | 0.35% | 49 |
|
|
2024
Q1 | $2.94M | Buy |
6,044
+106
| +2% | +$51.5K | 0.34% | 54 |
|
|
2023
Q4 | $2.1M | Buy |
5,938
+2,085
| +54% | +$738K | 0.27% | 69 |
|
|
2023
Q3 | $1.16M | Buy |
3,853
+580
| +18% | +$174K | 0.17% | 109 |
|
|
2023
Q2 | $939K | Buy |
3,273
+767
| +31% | +$220K | 0.15% | 137 |
|
|
2023
Q1 | $531K | Buy |
+2,506
| New | +$531K | 0.13% | 163 |
|
|
2022
Q1 | – | Sell |
-1,522
| Closed | -$512K | – | 231 |
|
|
2021
Q4 | $512K | Buy |
1,522
+245
| +19% | +$82.4K | 0.1% | 163 |
|
|
2021
Q3 | $433K | Sell |
1,277
-40
| -3% | -$13.6K | 0.09% | 163 |
|
|
2021
Q2 | $458K | Sell |
1,317
-2
| -0.2% | -$696 | 0.1% | 146 |
|
|
2021
Q1 | $389K | Sell |
1,319
-426
| -24% | -$126K | 0.09% | 136 |
|
|
2020
Q4 | $477K | Buy |
+1,745
| New | +$477K | 0.13% | 87 |
|
|
2020
Q3 | – | Sell |
-2,768
| Closed | -$628K | – | 135 |
|
|
2020
Q2 | $628K | Buy |
+2,768
| New | +$628K | 0.37% | 57 |
|