Bard Financial Services’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
2025 Q3	$6.26M	Sell	8,530 -30	-0.4%	-$22.3K	0.69%	41
2025 Q2	$6.32M	Sell	8,560 -640	-7%	-$395K	0.75%	40
2025 Q1	$5.3M	Sell	9,200 -250	-3%	-$161K	0.65%	47
2024 Q4	$5.53M	Sell	9,450 -75	-0.8%	-$44K	0.66%	42
2024 Q3	$5.45M	Sell	9,525 -220	-2%	-$113K	0.64%	42
2024 Q2	$4.91M	Buy	9,745 +15	+0.2%	+$7.29K	0.51%	51
2024 Q1	$4.72M	Sell	9,730 -2,420	-20%	-$1.08M	0.5%	53
2023 Q4	$4.3M	Sell	12,150 -3,795	-24%	-$1.24M	0.48%	54
2023 Q3	$4.79M	Sell	15,945 -5,130	-24%	-$1.55M	0.59%	45
2023 Q2	$6.05M	Sell	21,075 -7,555	-26%	-$1.86M	0.46%	62
2023 Q1	$6.07M	Sell	28,630 -335	-1%	-$57.1K	0.49%	58
2022 Q4	$3.49M	Buy	28,965 +3,745	+15%	+$440K	0.3%	83
2022 Q3	$3.42M	Buy	25,220 +1,010	+4%	+$164K	0.32%	79
2022 Q2	$3.9M	Buy	24,210 +6,860	+40%	+$1.32M	0.36%	68
2022 Q1	$3.86M	Buy	17,350 +5,345	+45%	+$1.34M	0.31%	82
2021 Q4	$4.04M	Buy	12,005 +575	+5%	+$191K	0.33%	76
2021 Q3	$3.88M	Buy	11,430 +70	+0.6%	+$25.2K	0.34%	76
2021 Q2	$3.95M	Buy	11,360 +265	+2%	+$85K	0.35%	79
2021 Q1	$3.27M	Buy	11,095 +85	+0.8%	+$22.9K	0.32%	81
2020 Q4	$3.01M	Buy	+11,010	New	+$3.02M	0.3%	85