Aries Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.28M | Buy |
10,970
+474
| +5% | +$304K | 1.38% | 18 |
|
|
2025
Q4 | $6.93M | Buy |
10,496
+930
| +10% | +$621K | 1.53% | 14 |
|
|
2025
Q3 | $7.03M | Sell |
9,566
-262
| -3% | -$195K | 1.66% | 13 |
|
|
2025
Q2 | $7.25M | Buy |
9,828
+366
| +4% | +$226K | 1.9% | 9 |
|
|
2025
Q1 | $5.45M | Buy |
9,462
+352
| +4% | +$227K | 1.48% | 14 |
|
|
2024
Q4 | $5.33M | Sell |
9,110
-73
| -0.8% | -$42.8K | 1.47% | 14 |
|
|
2024
Q3 | $5.26M | Sell |
9,183
-200
| -2% | -$103K | 1.44% | 13 |
|
|
2024
Q2 | $4.73M | Buy |
9,383
+208
| +2% | +$101K | 1.49% | 15 |
|
|
2024
Q1 | $4.46M | Sell |
9,175
-70
| -0.8% | -$31.2K | 1.44% | 14 |
|
|
2023
Q4 | $3.27M | Sell |
9,245
-378
| -4% | -$123K | 1.17% | 19 |
|
|
2023
Q3 | $3.09M | Buy |
9,623
+95
| +1% | +$28.6K | 1.21% | 22 |
|
|
2023
Q2 | $2.73M | Sell |
9,528
-363
| -4% | -$89.6K | 1.06% | 25 |
|
|
2023
Q1 | $2.1M | Buy |
9,891
+20
| +0.2% | +$3.41K | 0.86% | 30 |
|
|
2022
Q4 | $1.19M | Buy |
9,871
+20
| +0.2% | +$2.35K | 0.51% | 61 |
|
|
2022
Q3 | $918K | Sell |
9,851
-341
| -3% | -$55.3K | 0.41% | 69 |
|
|
2022
Q2 | $1.64M | Buy |
+10,192
| New | +$1.97M | 0.75% | 42 |
|
|
2022
Q1 | – | Sell |
-10,003
| Closed | -$3.37M | – | 161 |
|
|
2021
Q4 | $3.37M | Sell |
10,003
-500
| -5% | -$166K | 1.28% | 17 |
|
|
2021
Q3 | $3.56M | Buy |
10,503
+64
| +0.6% | +$23.1K | 1.51% | 14 |
|
|
2021
Q2 | $3.63M | Buy |
10,439
+25
| +0.2% | +$8.02K | 1.55% | 14 |
|
|
2021
Q1 | $3.15M | Sell |
10,414
-130
| -1% | -$35K | 1.42% | 14 |
|
|
2020
Q4 | $2.82M | Hold |
10,544
| – | – | 1.41% | 14 |
|
|
2020
Q3 | $2.76M | Buy |
10,544
+105
| +1% | +$27.1K | 1.57% | 14 |
|
|
2020
Q2 | $2.37M | Sell |
10,439
-718
| -6% | -$150K | 1.45% | 15 |
|
|
2020
Q1 | $1.76M | Buy |
11,157
+35
| +0.3% | +$6.85K | 1.35% | 22 |
|
|
2019
Q4 | $2.37M | Sell |
11,122
-300
| -3% | -$58.1K | 1.44% | 15 |
|
|
2019
Q3 | $2.1M | Sell |
11,422
-362
| -3% | -$68.8K | 1.4% | 16 |
|
|
2019
Q2 | $2.31M | Sell |
11,784
-1,342
| -10% | -$245K | 1.62% | 15 |
|
|
2019
Q1 | $2.19M | Sell |
13,126
-1,112
| -8% | -$177K | 1.64% | 15 |
|
|
2018
Q4 | $1.87M | Buy |
14,238
+87
| +0.6% | +$12.6K | 1.98% | 11 |
|
|
2018
Q3 | $2.33M | Buy |
14,151
+400
| +3% | +$72.4K | 2.09% | 10 |
|
|
2018
Q2 | $2.37M | Sell |
13,751
-400
| -3% | -$72.3K | 2.19% | 9 |
|
|
2018
Q1 | $2.33M | Buy |
14,151
+565
| +4% | +$101K | 2.26% | 8 |
|
|
2017
Q4 | $2.46M | Buy |
+13,586
| New | +$2.4M | 2.27% | 8 |
|
Other funds holding META
VCM
VPM