Berger Financial Group’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 | $3.79M | Buy |
5,137
+137
| +3% | +$101K | 0.25% | 95 |
|
|
2025
Q1 | $2.88M | Buy |
5,000
+335
| +7% | +$193K | 0.2% | 107 |
|
|
2024
Q4 | $2.73M | Buy |
4,665
+114
| +3% | +$66.7K | 0.19% | 108 |
|
|
2024
Q3 | $2.61M | Buy |
4,551
+496
| +12% | +$284K | 0.19% | 106 |
|
|
2024
Q2 | $2.04M | Buy |
4,055
+590
| +17% | +$298K | 0.16% | 113 |
|
|
2024
Q1 | $1.68M | Buy |
3,465
+318
| +10% | +$154K | 0.14% | 119 |
|
|
2023
Q4 | $1.11M | Sell |
3,147
-33
| -1% | -$11.7K | 0.12% | 114 |
|
|
2023
Q3 | $955K | Buy |
3,180
+148
| +5% | +$44.4K | 0.11% | 119 |
|
|
2023
Q2 | $870K | Buy |
3,032
+94
| +3% | +$27K | 0.1% | 122 |
|
|
2023
Q1 | $623K | Buy |
2,938
+271
| +10% | +$57.4K | 0.07% | 139 |
|
|
2022
Q4 | $321K | Sell |
2,667
-394
| -13% | -$47.4K | 0.04% | 193 |
|
|
2022
Q3 | $415K | Sell |
3,061
-27
| -0.9% | -$3.66K | 0.06% | 154 |
|
|
2022
Q2 | $498K | Sell |
3,088
-191
| -6% | -$30.8K | 0.07% | 141 |
|
|
2022
Q1 | $729K | Sell |
3,279
-467
| -12% | -$104K | 0.09% | 121 |
|
|
2021
Q4 | $1.26M | Buy |
3,746
+1,998
| +114% | +$672K | 0.17% | 92 |
|
|
2021
Q3 | $593K | Buy |
1,748
+49
| +3% | +$16.6K | 0.11% | 102 |
|
|
2021
Q2 | $591K | Buy |
1,699
+393
| +30% | +$137K | 0.11% | 103 |
|
|
2021
Q1 | $385K | Buy |
1,306
+136
| +12% | +$40.1K | 0.08% | 132 |
|
|
2020
Q4 | $320K | Buy |
+1,170
| New | +$320K | 0.06% | 157 |
|