Arete 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 | $12.3M | Sell |
16,686
-3,035
| -15% | -$2.24M | 0.87% | 23 |
|
|
2025
Q1 | $11.4M | Buy |
19,721
+3,003
| +18% | +$1.73M | 0.87% | 23 |
|
|
2024
Q4 | $9.85M | Buy |
16,718
+3,429
| +26% | +$2.02M | 0.71% | 28 |
|
|
2024
Q3 | $7.58M | Buy |
+13,289
| New | +$7.58M | 0.65% | 30 |
|
|
2024
Q2 | – | Sell |
-13,678
| Closed | -$6.59M | – | 740 |
|
|
2024
Q1 | $6.59M | Sell |
13,678
-313
| -2% | -$151K | 0.61% | 38 |
|
|
2023
Q4 | $4.95M | Buy |
+13,991
| New | +$4.95M | 0.38% | 55 |
|
|
2023
Q3 | – | Sell |
-12,454
| Closed | -$3.57M | – | 627 |
|
|
2023
Q2 | $3.57M | Buy |
12,454
+2,412
| +24% | +$692K | 0.32% | 72 |
|
|
2023
Q1 | $2.13M | Buy |
10,042
+678
| +7% | +$144K | 0.17% | 110 |
|
|
2022
Q4 | $1.13B | Sell |
9,364
-4,427
| -32% | -$533M | 0.1% | 183 |
|
|
2022
Q3 | $1.87M | Buy |
13,791
+9,651
| +233% | +$1.31M | 0.18% | 112 |
|
|
2022
Q2 | $668K | Sell |
4,140
-2,531
| -38% | -$408K | 0.07% | 198 |
|
|
2022
Q1 | $1.48M | Buy |
6,671
+463
| +7% | +$103K | 0.12% | 141 |
|
|
2021
Q4 | $2.1M | Buy |
6,208
+406
| +7% | +$137K | 0.18% | 109 |
|
|
2021
Q3 | $1.97M | Sell |
5,802
-19
| -0.3% | -$6.45K | 0.22% | 95 |
|
|
2021
Q2 | $1.59M | Sell |
5,821
-691
| -11% | -$189K | 0.22% | 88 |
|
|
2021
Q1 | $1.92M | Buy |
6,512
+453
| +7% | +$133K | 0.25% | 94 |
|
|
2020
Q4 | $1.64M | Sell |
6,059
-3,277
| -35% | -$889K | 0.23% | 95 |
|
|
2020
Q3 | $2.43M | Buy |
9,336
+558
| +6% | +$145K | 0.37% | 64 |
|
|
2020
Q2 | $1.99M | Sell |
8,778
-633
| -7% | -$144K | 0.35% | 75 |
|
|
2020
Q1 | $1.57M | Sell |
9,411
-1,367
| -13% | -$228K | 0.31% | 79 |
|
|
2019
Q4 | $2.21M | Sell |
10,778
-119
| -1% | -$24.4K | 0.38% | 63 |
|
|
2019
Q3 | $1.94M | Buy |
10,897
+2,049
| +23% | +$365K | 0.37% | 70 |
|
|
2019
Q2 | $1.71M | Buy |
8,848
+262
| +3% | +$50.6K | 0.33% | 79 |
|
|
2019
Q1 | $1.43M | Buy |
8,586
+2,294
| +36% | +$382K | 0.3% | 82 |
|
|
2018
Q4 | $825K | Sell |
6,292
-204
| -3% | -$26.7K | 0.2% | 128 |
|
|
2018
Q3 | $1.07M | Buy |
6,496
+409
| +7% | +$67.2K | 0.24% | 102 |
|
|
2018
Q2 | $1.18M | Buy |
6,087
+3,107
| +104% | +$604K | 0.28% | 87 |
|
|
2018
Q1 | $476K | Buy |
2,980
+121
| +4% | +$19.3K | 0.16% | 169 |
|
|
2017
Q4 | $504K | Hold |
2,859
| – | – | 0.16% | 166 |
|
|
2017
Q3 | $489K | Buy |
2,859
+187
| +7% | +$32K | 0.19% | 150 |
|
|
2017
Q2 | $403K | Buy |
2,672
+375
| +16% | +$56.6K | 0.18% | 156 |
|
|
2017
Q1 | $326K | Buy |
+2,297
| New | +$326K | 0.14% | 146 |
|