Avantax Planning Partners’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 | $4.41M | Buy |
5,981
+625
| +12% | +$461K | 0.14% | 90 |
|
|
2025
Q1 | $3.09M | Buy |
5,356
+308
| +6% | +$178K | 0.11% | 108 |
|
|
2024
Q4 | $2.96M | Sell |
5,048
-150
| -3% | -$87.8K | 0.11% | 107 |
|
|
2024
Q3 | $2.98M | Sell |
5,198
-3,043
| -37% | -$1.74M | 0.11% | 105 |
|
|
2024
Q2 | $4.16M | Buy |
8,241
+79
| +1% | +$39.8K | 0.13% | 92 |
|
|
2024
Q1 | $3.96M | Buy |
8,162
+532
| +7% | +$258K | 0.13% | 100 |
|
|
2023
Q4 | $2.7M | Buy |
7,630
+266
| +4% | +$94.1K | 0.1% | 96 |
|
|
2023
Q3 | $2.21M | Sell |
7,364
-358
| -5% | -$107K | 0.09% | 99 |
|
|
2023
Q2 | $2.22M | Sell |
7,722
-156
| -2% | -$44.8K | 0.09% | 100 |
|
|
2023
Q1 | $1.67M | Sell |
7,878
-1,976
| -20% | -$419K | 0.07% | 123 |
|
|
2022
Q4 | $1.19M | Sell |
9,854
-139
| -1% | -$16.7K | 0.05% | 144 |
|
|
2022
Q3 | $1.36M | Sell |
9,993
-1,960
| -16% | -$266K | 0.06% | 120 |
|
|
2022
Q2 | $1.93M | Buy |
11,953
+3,436
| +40% | +$554K | 0.08% | 104 |
|
|
2022
Q1 | $1.89M | Buy |
8,517
+1,861
| +28% | +$414K | 0.08% | 110 |
|
|
2021
Q4 | $2.24M | Buy |
6,656
+482
| +8% | +$162K | 0.09% | 92 |
|
|
2021
Q3 | $2.1M | Buy |
6,174
+113
| +2% | +$38.3K | 0.1% | 85 |
|
|
2021
Q2 | $2.11M | Sell |
6,061
-678
| -10% | -$236K | 0.1% | 84 |
|
|
2021
Q1 | $1.99M | Sell |
6,739
-1,300
| -16% | -$383K | 0.1% | 86 |
|
|
2020
Q4 | $2.2M | Sell |
8,039
-623
| -7% | -$170K | 0.11% | 76 |
|
|
2020
Q3 | $2.27M | Sell |
8,662
-741
| -8% | -$194K | 0.12% | 74 |
|
|
2020
Q2 | $2.14M | Buy |
9,403
+1,692
| +22% | +$384K | 0.12% | 70 |
|
|
2020
Q1 | $1.29M | Buy |
7,711
+775
| +11% | +$129K | 0.09% | 91 |
|
|
2019
Q4 | $1.42M | Sell |
6,936
-18
| -0.3% | -$3.7K | 0.08% | 90 |
|
|
2019
Q3 | $1.24M | Buy |
6,954
+380
| +6% | +$67.7K | 0.08% | 97 |
|
|
2019
Q2 | $1.29M | Sell |
6,574
-240
| -4% | -$47K | 0.08% | 90 |
|
|
2019
Q1 | $1.14M | Buy |
6,814
+1,683
| +33% | +$281K | 0.08% | 93 |
|
|
2018
Q4 | $673K | Buy |
5,131
+376
| +8% | +$49.3K | 0.05% | 121 |
|
|
2018
Q3 | $782K | Sell |
4,755
-528
| -10% | -$86.8K | 0.06% | 101 |
|
|
2018
Q2 | $1.03M | Sell |
5,283
-493
| -9% | -$95.8K | 0.09% | 77 |
|
|
2018
Q1 | $922K | Sell |
5,776
-450
| -7% | -$71.8K | 0.08% | 103 |
|
|
2017
Q4 | $1.1M | Sell |
6,226
-889
| -12% | -$157K | 0.1% | 93 |
|
|
2017
Q3 | $1.22M | Buy |
7,115
+890
| +14% | +$152K | 0.1% | 98 |
|
|
2017
Q2 | $940K | Buy |
6,225
+1,614
| +35% | +$244K | 0.08% | 114 |
|
|
2017
Q1 | $655K | Buy |
4,611
+292
| +7% | +$41.5K | 0.06% | 153 |
|
|
2016
Q4 | $497K | Buy |
+4,319
| New | +$497K | 0.05% | 164 |
|