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Beaird Harris Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Beaird Harris Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-88
Closed -$50.7K – 631
2025
Q1 		$50.7K Hold
88
– – ﹤0.01% 222
2024
Q4 		$51.5K Hold
88
– – ﹤0.01% 222
2024
Q3 		$50.4K Sell
88
-9
-9% -$4.63K ﹤0.01% 231
2024
Q2 		$48.9K Sell
97
-45
-32% -$21.9K ﹤0.01% 227
2024
Q1 		$69K Hold
142
– – 0.01% 179
2023
Q4 		$50.3K Buy
142
+39
+38% +$12.7K 0.01% 187
2023
Q3 		$30.9K Buy
103
+42
+69% +$12.7K ﹤0.01% 200
2023
Q2 		$17.5K Hold
61
– – ﹤0.01% 237
2023
Q1 		$12.9K Sell
61
-233
-79% -$39.7K ﹤0.01% 251
2022
Q4 		$35.4K Buy
294
+237
+416% +$27.8K 0.01% 199
2022
Q3 		$8K Buy
57
+8
+16% +$1.3K ﹤0.01% 303
2022
Q2 		$8K Sell
49
-626
-93% -$121K ﹤0.01% 267
2022
Q1 		$150K Buy
675
+79
+13% +$19.7K 0.05% 102
2021
Q4 		$200K Buy
+596
New +$198K 0.07% 116

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Beaird Harris Wealth Management's META Position: Q2 2025 in Review

Beaird Harris Wealth Management sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 88 shares — an estimated $50.7K sold.

Beaird Harris Wealth Management first reported a position in META in Q4 2021 and held it in 14 quarters. The position peaked at $200K in Q4 2021. 4,842 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Beaird Harris Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 88 Meta Platforms (Facebook) shares in Q2 2025, an estimated $50.7K.
  • Beaird Harris Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 14 quarters.
  • Beaird Harris Wealth Management's Meta Platforms (Facebook) position peaked at $200K in Q4 2021.
  • 4,842 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.