AE Wealth Management’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 | $220M | Buy |
298,119
+66,358
| +29% | +$49M | 1.61% | 8 |
|
|
2025
Q1 | $134M | Buy |
231,761
+34,905
| +18% | +$20.1M | 1.12% | 11 |
|
|
2024
Q4 | $115M | Buy |
196,856
+30,892
| +19% | +$18.1M | 0.98% | 13 |
|
|
2024
Q3 | $95M | Buy |
165,964
+859
| +0.5% | +$492K | 0.86% | 17 |
|
|
2024
Q2 | $83.2M | Buy |
165,105
+18,130
| +12% | +$9.14M | 0.83% | 16 |
|
|
2024
Q1 | $71.4M | Sell |
146,975
-102,983
| -41% | -$50M | 0.81% | 19 |
|
|
2023
Q4 | $98.5M | Buy |
249,958
+28,991
| +13% | +$11.4M | 0.5% | 28 |
|
|
2023
Q3 | $66.3M | Buy |
220,967
+40,522
| +22% | +$12.2M | 0.4% | 42 |
|
|
2023
Q2 | $51.8M | Sell |
180,445
-39,874
| -18% | -$11.4M | 0.31% | 57 |
|
|
2023
Q1 | $46.7M | Buy |
220,319
+11,254
| +5% | +$2.39M | 0.3% | 58 |
|
|
2022
Q4 | $25.2M | Buy |
209,065
+52,893
| +34% | +$6.37M | 0.18% | 132 |
|
|
2022
Q3 | $21.2M | Sell |
156,172
-12,058
| -7% | -$1.64M | 0.17% | 134 |
|
|
2022
Q2 | $27.1M | Buy |
168,230
+6,007
| +4% | +$969K | 0.22% | 113 |
|
|
2022
Q1 | $36.1M | Buy |
162,223
+24,746
| +18% | +$5.5M | 0.25% | 84 |
|
|
2021
Q4 | $46.2M | Buy |
137,477
+14,004
| +11% | +$4.71M | 0.32% | 65 |
|
|
2021
Q3 | $41.9M | Buy |
123,473
+7,471
| +6% | +$2.54M | 0.35% | 59 |
|
|
2021
Q2 | $40.3M | Buy |
116,002
+13,348
| +13% | +$4.64M | 0.35% | 65 |
|
|
2021
Q1 | $30.2M | Buy |
102,654
+2,444
| +2% | +$720K | 0.31% | 76 |
|
|
2020
Q4 | $27.4M | Buy |
100,210
+1,077
| +1% | +$294K | 0.31% | 77 |
|
|
2020
Q3 | $26M | Buy |
99,133
+16,713
| +20% | +$4.38M | 0.37% | 53 |
|
|
2020
Q2 | $18.7M | Buy |
82,420
+24,635
| +43% | +$5.59M | 0.29% | 84 |
|
|
2020
Q1 | $9.64M | Buy |
57,785
+6,466
| +13% | +$1.08M | 0.22% | 92 |
|
|
2019
Q4 | $10.5M | Buy |
51,319
+8,393
| +20% | +$1.72M | 0.23% | 88 |
|
|
2019
Q3 | $7.64M | Sell |
42,926
-300
| -0.7% | -$53.4K | 0.22% | 86 |
|
|
2019
Q2 | $8.34M | Buy |
43,226
+16,724
| +63% | +$3.23M | 0.25% | 80 |
|
|
2019
Q1 | $4.42M | Buy |
26,502
+2,705
| +11% | +$451K | 0.31% | 72 |
|
|
2018
Q4 | $3.12M | Sell |
23,797
-11,854
| -33% | -$1.55M | 0.53% | 48 |
|
|
2018
Q3 | $5.86M | Buy |
35,651
+7,679
| +27% | +$1.26M | 0.32% | 59 |
|
|
2018
Q2 | $5.44M | Buy |
27,972
+876
| +3% | +$170K | 0.37% | 48 |
|
|
2018
Q1 | $4.33M | Buy |
27,096
+478
| +2% | +$76.4K | 0.33% | 54 |
|
|
2017
Q4 | $4.7M | Buy |
26,618
+11,813
| +80% | +$2.08M | 0.41% | 46 |
|
|
2017
Q3 | $2.53M | Buy |
14,805
+1,404
| +10% | +$240K | 0.23% | 70 |
|
|
2017
Q2 | $2.02M | Buy |
13,401
+2,580
| +24% | +$389K | 0.24% | 77 |
|
|
2017
Q1 | $1.54M | Buy |
10,821
+5,460
| +102% | +$776K | 0.28% | 68 |
|
|
2016
Q4 | $617K | Buy |
+5,361
| New | +$617K | 0.25% | 104 |
|