Aprio 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 | $4.01M | Buy |
5,437
+692
| +15% | +$511K | 0.45% | 42 |
|
|
2025
Q1 | $2.73M | Buy |
4,745
+680
| +17% | +$392K | 0.34% | 54 |
|
|
2024
Q4 | $2.38M | Buy |
4,065
+1,245
| +44% | +$729K | 0.35% | 49 |
|
|
2024
Q3 | $1.61M | Buy |
2,820
+65
| +2% | +$37.2K | 0.26% | 55 |
|
|
2024
Q2 | $1.39M | Sell |
2,755
-90
| -3% | -$45.4K | 0.25% | 53 |
|
|
2024
Q1 | $1.38M | Buy |
2,845
+643
| +29% | +$312K | 0.27% | 43 |
|
|
2023
Q4 | $779K | Buy |
2,202
+547
| +33% | +$194K | 0.17% | 69 |
|
|
2023
Q3 | $497K | Buy |
1,655
+426
| +35% | +$128K | 0.14% | 84 |
|
|
2023
Q2 | $353K | Sell |
1,229
-61
| -5% | -$17.5K | 0.1% | 95 |
|
|
2023
Q1 | $273K | Buy |
+1,290
| New | +$273K | 0.08% | 107 |
|
|
2022
Q1 | – | Sell |
-640
| Closed | -$215K | – | 90 |
|
|
2021
Q4 | $215K | Hold |
640
| – | – | 0.09% | 68 |
|
|
2021
Q3 | $217K | Buy |
640
+35
| +6% | +$11.9K | 0.1% | 65 |
|
|
2021
Q2 | $210K | Buy |
+605
| New | +$210K | 0.1% | 63 |
|