Baker Tilly 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 | $4.9M | Buy |
8,566
+100
| +1% | +$64.1K | 1.19% | 20 |
|
|
2025
Q4 | $5.59M | Buy |
8,466
+342
| +4% | +$228K | 1.38% | 19 |
|
|
2025
Q3 | $5.97M | Buy |
8,124
+102
| +1% | +$75.9K | 1.35% | 20 |
|
|
2025
Q2 | $5.92M | Buy |
8,022
+31
| +0.4% | +$19.2K | 2.11% | 8 |
|
|
2025
Q1 | $4.61M | Buy |
7,991
+266
| +3% | +$172K | 1.81% | 12 |
|
|
2024
Q4 | $4.52M | Buy |
7,725
+415
| +6% | +$244K | 1.77% | 14 |
|
|
2024
Q3 | $4.18M | Buy |
7,310
+1,238
| +20% | +$637K | 1.85% | 9 |
|
|
2024
Q2 | $3.06M | Sell |
6,072
-2,756
| -31% | -$1.34M | 1.25% | 12 |
|
|
2024
Q1 | $4.29M | Sell |
8,828
-1,427
| -14% | -$637K | 0.78% | 19 |
|
|
2023
Q4 | $3.63M | Sell |
10,255
-2,700
| -21% | -$879K | 0.6% | 29 |
|
|
2023
Q3 | $3.89M | Sell |
12,955
-27,572
| -68% | -$8.31M | 0.64% | 28 |
|
|
2023
Q2 | $11.6M | Sell |
40,527
-1,878
| -4% | -$463K | 1.22% | 12 |
|
|
2023
Q1 | $8.99M | Buy |
42,405
+6,571
| +18% | +$1.12M | 1.01% | 15 |
|
|
2022
Q4 | $4.31M | Sell |
35,834
-14,511
| -29% | -$1.7M | 0.53% | 47 |
|
|
2022
Q3 | $6.83M | Sell |
50,345
-1,251
| -2% | -$203K | 0.93% | 13 |
|
|
2022
Q2 | $8.32M | Buy |
51,596
+2,431
| +5% | +$469K | 1.09% | 13 |
|
|
2022
Q1 | $10.9M | Buy |
49,165
+13,762
| +39% | +$3.44M | 1.21% | 11 |
|
|
2021
Q4 | $11.9M | Sell |
35,403
-1,859
| -5% | -$617K | 1.28% | 10 |
|
|
2021
Q3 | $12.6M | Buy |
37,262
+6,079
| +19% | +$2.19M | 1.67% | 9 |
|
|
2021
Q2 | $10.8M | Buy |
31,183
+2,867
| +10% | +$920K | 1.75% | 8 |
|
|
2021
Q1 | $8.34M | Buy |
28,316
+12,377
| +78% | +$3.33M | 1.71% | 7 |
|
|
2020
Q4 | $4.35M | Buy |
+15,939
| New | +$4.37M | 1.34% | 9 |
|
Other funds holding META
VCM
VPM