Archvest Wealth 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 | – | Sell |
-1,163
| Closed | -$670K | – | 66 |
|
|
2025
Q1 | $670K | Sell |
1,163
-291
| -20% | -$168K | 0.55% | 36 |
|
|
2024
Q4 | $852K | Sell |
1,454
-15,718
| -92% | -$9.21M | 0.62% | 31 |
|
|
2024
Q3 | $6.53K | Buy |
17,172
+15,653
| +1,030% | +$5.95K | ﹤0.01% | 73 |
|
|
2024
Q2 | $767K | Buy |
1,519
+470
| +45% | +$237K | 0.51% | 34 |
|
|
2024
Q1 | $515K | Sell |
1,049
-205
| -16% | -$101K | 0.36% | 39 |
|
|
2023
Q4 | $444K | Sell |
1,254
-5
| -0.4% | -$1.77K | 0.33% | 39 |
|
|
2023
Q3 | $378K | Buy |
1,259
+20
| +2% | +$6K | 0.31% | 38 |
|
|
2023
Q2 | $356K | Hold |
1,239
| – | – | 0.29% | 39 |
|
|
2023
Q1 | $263K | Buy |
+1,239
| New | +$263K | 0.23% | 40 |
|
|
2022
Q1 | – | Sell |
-873
| Closed | -$294K | – | 43 |
|
|
2021
Q4 | $294K | Buy |
+873
| New | +$294K | 0.25% | 38 |
|