Beacon Financial Advisory’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 | $2.4M | Buy |
3,246
+131
| +4% | +$96.7K | 0.62% | 27 |
|
|
2025
Q1 | $1.8M | Buy |
3,115
+351
| +13% | +$202K | 0.54% | 37 |
|
|
2024
Q4 | $1.62M | Buy |
2,764
+131
| +5% | +$76.7K | 0.53% | 41 |
|
|
2024
Q3 | $1.51M | Sell |
2,633
-4
| -0.2% | -$2.29K | 0.51% | 44 |
|
|
2024
Q2 | $1.33M | Buy |
2,637
+992
| +60% | +$500K | 0.5% | 46 |
|
|
2024
Q1 | $799K | Buy |
1,645
+128
| +8% | +$62.1K | 0.39% | 79 |
|
|
2023
Q4 | $537K | Buy |
1,517
+195
| +15% | +$69K | 0.26% | 113 |
|
|
2023
Q3 | $397K | Buy |
1,322
+103
| +8% | +$30.9K | 0.22% | 140 |
|
|
2023
Q2 | $350K | Hold |
1,219
| – | – | 0.2% | 148 |
|
|
2023
Q1 | $258K | Buy |
+1,219
| New | +$258K | 0.16% | 164 |
|
|
2022
Q3 | – | Sell |
-3,448
| Closed | -$556K | – | 207 |
|
|
2022
Q2 | $556K | Sell |
3,448
-12
| -0.3% | -$1.94K | 0.32% | 105 |
|
|
2022
Q1 | $769K | Sell |
3,460
-47
| -1% | -$10.4K | 0.37% | 86 |
|
|
2021
Q4 | $1.18M | Buy |
3,507
+201
| +6% | +$67.6K | 0.54% | 51 |
|
|
2021
Q3 | $1.12M | Sell |
3,306
-268
| -7% | -$91K | 0.58% | 47 |
|
|
2021
Q2 | $1.24M | Sell |
3,574
-35
| -1% | -$12.2K | 0.67% | 38 |
|
|
2021
Q1 | $1.06M | Buy |
3,609
+488
| +16% | +$144K | 0.61% | 40 |
|
|
2020
Q4 | $852K | Buy |
3,121
+458
| +17% | +$125K | 0.55% | 54 |
|
|
2020
Q3 | $697K | Sell |
2,663
-344
| -11% | -$90K | 0.61% | 45 |
|
|
2020
Q2 | $682K | Buy |
3,007
+115
| +4% | +$26.1K | 0.74% | 39 |
|
|
2020
Q1 | $482K | Buy |
2,892
+204
| +8% | +$34K | 0.61% | 49 |
|
|
2019
Q4 | $551K | Buy |
+2,688
| New | +$551K | 0.47% | 61 |
|