AIMZ Investment Advisors’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 | $19.3M | Sell |
26,203
-1,156
| -4% | -$853K | 6.47% | 1 |
|
|
2025
Q1 | $15.8M | Sell |
27,359
-1,258
| -4% | -$725K | 5.51% | 2 |
|
|
2024
Q4 | $16.8M | Sell |
28,617
-681
| -2% | -$399K | 5.82% | 2 |
|
|
2024
Q3 | $16.8M | Sell |
29,298
-1,672
| -5% | -$957K | 5.72% | 2 |
|
|
2024
Q2 | $15.6M | Sell |
30,970
-524
| -2% | -$264K | 5.6% | 2 |
|
|
2024
Q1 | $15.3M | Buy |
31,494
+576
| +2% | +$280K | 5.7% | 2 |
|
|
2023
Q4 | $10.9M | Sell |
30,918
-184
| -0.6% | -$65.1K | 4.43% | 3 |
|
|
2023
Q3 | $9.34M | Sell |
31,102
-388
| -1% | -$116K | 4.15% | 3 |
|
|
2023
Q2 | $9.04M | Sell |
31,490
-120
| -0.4% | -$34.4K | 3.88% | 3 |
|
|
2023
Q1 | $6.7M | Hold |
31,610
| – | – | 3% | 6 |
|
|
2022
Q4 | $3.8M | Sell |
31,610
-1,785
| -5% | -$215K | 1.8% | 15 |
|
|
2022
Q3 | $4.53M | Buy |
33,395
+279
| +0.8% | +$37.9K | 2.29% | 8 |
|
|
2022
Q2 | $5.34M | Sell |
33,116
-8
| -0% | -$1.29K | 2.56% | 7 |
|
|
2022
Q1 | $7.37M | Buy |
33,124
+16,909
| +104% | +$3.76M | 3.03% | 6 |
|
|
2021
Q4 | $5.45M | Sell |
16,215
-39
| -0.2% | -$13.1K | 2.12% | 9 |
|
|
2021
Q3 | $5.52M | Buy |
16,254
+134
| +0.8% | +$45.5K | 2.49% | 8 |
|
|
2021
Q2 | $5.61M | Buy |
16,120
+31
| +0.2% | +$10.8K | 2.51% | 7 |
|
|
2021
Q1 | $4.74M | Buy |
16,089
+26
| +0.2% | +$7.66K | 2.32% | 8 |
|
|
2020
Q4 | $4.39M | Buy |
16,063
+670
| +4% | +$183K | 2.3% | 10 |
|
|
2020
Q3 | $4.03M | Buy |
15,393
+54
| +0.4% | +$14.1K | 2.41% | 8 |
|
|
2020
Q2 | $3.48M | Sell |
15,339
-1,959
| -11% | -$445K | 2.26% | 11 |
|
|
2020
Q1 | $2.89M | Buy |
17,298
+949
| +6% | +$158K | 2.24% | 13 |
|
|
2019
Q4 | $3.36M | Buy |
16,349
+911
| +6% | +$187K | 2.17% | 14 |
|
|
2019
Q3 | $2.75M | Buy |
15,438
+1,126
| +8% | +$201K | 1.89% | 19 |
|
|
2019
Q2 | $2.76M | Buy |
14,312
+1,124
| +9% | +$217K | 1.9% | 19 |
|
|
2019
Q1 | $2.2M | Sell |
13,188
-473
| -3% | -$78.8K | 1.51% | 23 |
|
|
2018
Q4 | $1.79M | Buy |
13,661
+745
| +6% | +$97.7K | 1.38% | 29 |
|
|
2018
Q3 | $2.12M | Buy |
12,916
+756
| +6% | +$124K | 1.37% | 27 |
|
|
2018
Q2 | $2.36M | Buy |
12,160
+744
| +7% | +$145K | 1.67% | 19 |
|
|
2018
Q1 | $1.82M | Sell |
11,416
-428
| -4% | -$68.4K | 1.32% | 28 |
|
|
2017
Q4 | $2.09M | Buy |
11,844
+589
| +5% | +$104K | 1.57% | 20 |
|
|
2017
Q3 | $1.92M | Buy |
11,255
+590
| +6% | +$101K | 1.58% | 20 |
|
|
2017
Q2 | $1.61M | Buy |
10,665
+589
| +6% | +$88.9K | 1.35% | 25 |
|
|
2017
Q1 | $1.43M | Buy |
10,076
+924
| +10% | +$131K | 1.21% | 30 |
|
|
2016
Q4 | $1.05M | Buy |
9,152
+982
| +12% | +$113K | 0.94% | 42 |
|
|
2016
Q3 | $1.05M | Buy |
8,170
+719
| +10% | +$92.2K | 0.94% | 41 |
|
|
2016
Q2 | $852K | Sell |
7,451
-14,420
| -66% | -$1.65M | 0.78% | 50 |
|
|
2016
Q1 | $2.01M | Buy |
21,871
+16,289
| +292% | +$1.5M | 0.89% | 44 |
|
|
2015
Q4 | $584K | Sell |
5,582
-10,622
| -66% | -$1.11M | 0.53% | 59 |
|
|
2015
Q3 | $1.46M | Buy |
16,204
+432
| +3% | +$38.8K | 1.34% | 26 |
|
|
2015
Q2 | $1.35M | Buy |
15,772
+632
| +4% | +$54.2K | 1.17% | 33 |
|
|
2015
Q1 | $1.25M | Sell |
15,140
-1,730
| -10% | -$142K | 1.07% | 35 |
|
|
2014
Q4 | $1.32M | Buy |
+16,870
| New | +$1.32M | 1.17% | 32 |
|