Advisory Research’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 | $6.04M | Buy |
8,185
+1,029
| +14% | +$760K | 0.93% | 33 |
|
|
2025
Q1 | $4.12M | Buy |
7,156
+5,557
| +348% | +$3.2M | 0.73% | 39 |
|
|
2024
Q4 | $936K | Buy |
1,599
+2
| +0.1% | +$1.17K | 0.16% | 114 |
|
|
2024
Q3 | $914K | Buy |
+1,597
| New | +$914K | 0.16% | 114 |
|
|
2023
Q4 | – | Sell |
-3,400
| Closed | -$1.02M | – | 422 |
|
|
2023
Q3 | $1.02M | Sell |
3,400
-660
| -16% | -$198K | 0.14% | 191 |
|
|
2023
Q2 | $1.17M | Buy |
+4,060
| New | +$1.17M | 0.15% | 183 |
|
|
2022
Q2 | – | Sell |
-1,020
| Closed | -$227K | – | 409 |
|
|
2022
Q1 | $227K | Sell |
1,020
-2,440
| -71% | -$543K | 0.02% | 329 |
|
|
2021
Q4 | $1.16M | Buy |
3,460
+1,587
| +85% | +$534K | 0.09% | 184 |
|
|
2021
Q3 | $636K | Sell |
1,873
-1,385
| -43% | -$470K | 0.04% | 232 |
|
|
2021
Q2 | $1.13M | Buy |
3,258
+1,261
| +63% | +$439K | 0.07% | 198 |
|
|
2021
Q1 | $588K | Buy |
+1,997
| New | +$588K | 0.04% | 253 |
|
|
2020
Q4 | – | Sell |
-1,607
| Closed | -$421K | – | 331 |
|
|
2020
Q3 | $421K | Buy |
+1,607
| New | +$421K | 0.04% | 246 |
|
|
2020
Q2 | – | Sell |
-1,266
| Closed | -$211K | – | 329 |
|
|
2020
Q1 | $211K | Buy |
+1,266
| New | +$211K | 0.01% | 268 |
|
|
2018
Q1 | – | Sell |
-3,599
| Closed | -$635K | – | 402 |
|
|
2017
Q4 | $635K | Buy |
3,599
+96
| +3% | +$16.9K | 0.01% | 309 |
|
|
2017
Q3 | $599K | Sell |
3,503
-315
| -8% | -$53.9K | 0.01% | 353 |
|
|
2017
Q2 | $576K | Sell |
3,818
-16
| -0.4% | -$2.41K | 0.01% | 353 |
|
|
2017
Q1 | $545K | Buy |
3,834
+317
| +9% | +$45.1K | 0.01% | 354 |
|
|
2016
Q4 | $405K | Buy |
+3,517
| New | +$405K | 0.01% | 329 |
|
|
2014
Q2 | – | Sell |
-1,018
| Closed | -$61K | – | 538 |
|
|
2014
Q1 | $61K | Buy |
+1,018
| New | +$61K | ﹤0.01% | 753 |
|