Annis Gardner Whiting Capital 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 | $5.65M | Buy |
7,651
+360
| +5% | +$266K | 1.96% | 7 |
|
|
2025
Q1 | $4.2M | Sell |
7,291
-1,873
| -20% | -$1.08M | 1.78% | 7 |
|
|
2024
Q4 | $5.37M | Sell |
9,164
-162
| -2% | -$94.9K | 1.5% | 11 |
|
|
2024
Q3 | $5.34M | Sell |
9,326
-1,123
| -11% | -$643K | 1.5% | 9 |
|
|
2024
Q2 | $5.27M | Buy |
10,449
+5,114
| +96% | +$2.58M | 1.5% | 12 |
|
|
2024
Q1 | $2.59M | Buy |
5,335
+1,276
| +31% | +$620K | 0.93% | 14 |
|
|
2023
Q4 | $1.44M | Buy |
4,059
+623
| +18% | +$221K | 0.64% | 22 |
|
|
2023
Q3 | $1.03M | Buy |
+3,436
| New | +$1.03M | 0.55% | 28 |
|