Baron Silver Stevens Financial Advisors’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 | $2.35M | Buy |
3,181
+493
| +18% | +$364K | 0.38% | 38 |
|
2025
Q1 | $1.55M | Sell |
2,688
-250
| -9% | -$144K | 0.27% | 48 |
|
2024
Q4 | $1.72M | Buy |
2,938
+78
| +3% | +$45.7K | 0.29% | 42 |
|
2024
Q3 | $1.64M | Buy |
2,860
+150
| +6% | +$85.9K | 0.29% | 43 |
|
2024
Q2 | $1.37M | Sell |
2,710
-231
| -8% | -$116K | 0.26% | 45 |
|
2024
Q1 | $1.43M | Buy |
2,941
+232
| +9% | +$113K | 0.28% | 42 |
|
2023
Q4 | $959K | Sell |
2,709
-2,000
| -42% | -$708K | 0.2% | 48 |
|
2023
Q3 | $1.41M | Buy |
4,709
+134
| +3% | +$40.2K | 0.32% | 39 |
|
2023
Q2 | $1.31M | Buy |
4,575
+315
| +7% | +$90.4K | 0.29% | 39 |
|
2023
Q1 | $903K | Sell |
4,260
-106
| -2% | -$22.5K | 0.24% | 41 |
|
2022
Q4 | $525K | Buy |
+4,366
| New | +$525K | 0.13% | 49 |
|
2022
Q3 | – | Sell |
-5,120
| Closed | -$825K | – | 132 |
|
2022
Q2 | $825K | Buy |
5,120
+957
| +23% | +$154K | 0.21% | 41 |
|
2022
Q1 | $925K | Buy |
4,163
+2,530
| +155% | +$562K | 0.22% | 41 |
|
2021
Q4 | $549K | Buy |
1,633
+68
| +4% | +$22.9K | 0.13% | 49 |
|
2021
Q3 | $531K | Sell |
1,565
-1,397
| -47% | -$474K | 0.14% | 42 |
|
2021
Q2 | $1.03M | Buy |
2,962
+1,508
| +104% | +$524K | 0.28% | 37 |
|
2021
Q1 | $428K | Hold |
1,454
| – | – | 0.23% | 26 |
|
2020
Q4 | $397K | Buy |
+1,454
| New | +$397K | 0.14% | 44 |
|