Avidian Wealth Enterprises’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 | $11.9M | Buy |
20,849
+5,052
| +32% | +$3.24M | 0.38% | 44 |
|
|
2025
Q4 | $10.4M | Sell |
15,797
-266
| -2% | -$178K | 0.38% | 45 |
|
|
2025
Q3 | $11.8M | Buy |
16,063
+763
| +5% | +$568K | 0.44% | 37 |
|
|
2025
Q2 | $11.3M | Buy |
15,300
+312
| +2% | +$193K | 0.46% | 38 |
|
|
2025
Q1 | $8.64M | Buy |
14,988
+270
| +2% | +$174K | 0.38% | 45 |
|
|
2024
Q4 | $8.62M | Buy |
14,718
+1,210
| +9% | +$710K | 0.39% | 43 |
|
|
2024
Q3 | $7.73M | Buy |
13,508
+392
| +3% | +$202K | 0.35% | 51 |
|
|
2024
Q2 | $6.61M | Buy |
13,116
+3,955
| +43% | +$1.92M | 0.27% | 56 |
|
|
2024
Q1 | $4.45M | Buy |
9,161
+103
| +1% | +$45.9K | 0.22% | 70 |
|
|
2023
Q4 | $3.21M | Buy |
9,058
+438
| +5% | +$143K | 0.2% | 79 |
|
|
2023
Q3 | $2.59M | Buy |
8,620
+525
| +6% | +$158K | 0.18% | 89 |
|
|
2023
Q2 | $2.32M | Sell |
8,095
-442
| -5% | -$109K | 0.15% | 104 |
|
|
2023
Q1 | $1.81M | Buy |
8,537
+130
| +2% | +$22.1K | 0.1% | 145 |
|
|
2022
Q4 | $1.01M | Sell |
8,407
-2,860
| -25% | -$336K | 0.07% | 177 |
|
|
2022
Q3 | $1.53M | Sell |
11,267
-121
| -1% | -$19.6K | 0.11% | 121 |
|
|
2022
Q2 | $1.84M | Sell |
11,388
-188
| -2% | -$36.3K | 0.13% | 119 |
|
|
2022
Q1 | $2.57M | Sell |
11,576
-870
| -7% | -$217K | 0.16% | 104 |
|
|
2021
Q4 | $4.19M | Buy |
12,446
+5,003
| +67% | +$1.66M | 0.26% | 76 |
|
|
2021
Q3 | $2.53M | Buy |
7,443
+136
| +2% | +$49K | 0.19% | 82 |
|
|
2021
Q2 | $2.54M | Buy |
7,307
+276
| +4% | +$88.5K | 0.2% | 83 |
|
|
2021
Q1 | $2.07M | Buy |
7,031
+207
| +3% | +$55.7K | 0.18% | 85 |
|
|
2020
Q4 | $1.86M | Sell |
6,824
-907
| -12% | -$249K | 0.18% | 80 |
|
|
2020
Q3 | $2.02M | Buy |
7,731
+439
| +6% | +$113K | 0.23% | 67 |
|
|
2020
Q2 | $1.66M | Sell |
7,292
-1,230
| -14% | -$257K | 0.22% | 69 |
|
|
2020
Q1 | $1.42M | Sell |
8,522
-278
| -3% | -$54.4K | 0.23% | 58 |
|
|
2019
Q4 | $1.81M | Buy |
8,800
+1,939
| +28% | +$376K | 0.26% | 42 |
|
|
2019
Q3 | $1.22M | Buy |
6,861
+1,262
| +23% | +$240K | 0.2% | 44 |
|
|
2019
Q2 | $1.08M | Buy |
5,599
+519
| +10% | +$94.8K | 0.26% | 37 |
|
|
2019
Q1 | $847K | Buy |
5,080
+604
| +13% | +$96.1K | 0.19% | 45 |
|
|
2018
Q4 | $587K | Buy |
4,476
+61
| +1% | +$8.84K | 0.2% | 40 |
|
|
2018
Q3 | $727K | Buy |
4,415
+1,821
| +70% | +$330K | 0.23% | 43 |
|
|
2018
Q2 | $504K | Buy |
2,594
+350
| +16% | +$63.2K | 0.16% | 53 |
|
|
2018
Q1 | $359K | Sell |
2,244
-3,151
| -58% | -$566K | 0.12% | 61 |
|
|
2017
Q4 | $952 | Buy |
+5,395
| New | +$954K | 0.25% | 32 |
|
|
2017
Q1 | – | Sell |
-1,964
| Closed | -$226K | – | 94 |
|
|
2016
Q4 | $226K | Sell |
1,964
-46
| -2% | -$5.65K | 0.1% | 73 |
|
|
2016
Q3 | $258K | Buy |
+2,010
| New | +$250K | 0.1% | 61 |
|
Other funds holding META
VCM
VPM
Avidian Wealth Enterprises's META Position: Q1 2026 in Review
Avidian Wealth Enterprises increased its Meta Platforms (Facebook) (META) stake by 32% in Q1 2026, buying an estimated $3.24M and bringing the position to 20,849 shares worth $11.9M. The position accounts for 0.38% of the portfolio, ranked #44.
Avidian Wealth Enterprises first reported a position in META in Q3 2016 and has held it in 36 quarters since. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Avidian Wealth Enterprises held 20,849 shares of Meta Platforms (Facebook) worth $11.9M as of Q1 2026.
- Avidian Wealth Enterprises bought 5,052 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.24M.
- Meta Platforms (Facebook) made up 0.38% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #44 holding.
- Avidian Wealth Enterprises first reported a position in Meta Platforms (Facebook) in Q3 2016 and has held it in 36 quarters since.
- 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.