Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $945K | Buy |
1,651
+153
| +10% | +$98.1K | 0.18% | 53 |
|
|
2025
Q4 | $989K | Buy |
1,498
+338
| +29% | +$226K | 0.19% | 52 |
|
|
2025
Q3 | $852K | Buy |
1,160
+45
| +4% | +$33.5K | 0.17% | 51 |
|
|
2025
Q2 | $823K | Sell |
1,115
-304
| -21% | -$188K | 0.18% | 51 |
|
|
2025
Q1 | $818K | Sell |
1,419
-19
| -1% | -$12.3K | 0.2% | 48 |
|
|
2024
Q4 | $886K | Buy |
1,438
+131
| +10% | +$76.9K | 0.21% | 49 |
|
|
2024
Q3 | $754K | Buy |
1,307
+26
| +2% | +$13.4K | 0.18% | 50 |
|
|
2024
Q2 | $646K | Buy |
1,281
+96
| +8% | +$46.7K | 0.17% | 50 |
|
|
2024
Q1 | $575K | Sell |
1,185
-1,207
| -50% | -$538K | 0.16% | 54 |
|
|
2023
Q4 | $847K | Hold |
2,392
| – | – | 0.27% | 46 |
|
|
2023
Q3 | $718K | Buy |
2,392
+67
| +3% | +$20.2K | 0.28% | 42 |
|
|
2023
Q2 | $667K | Sell |
2,325
-100
| -4% | -$24.7K | 0.27% | 45 |
|
|
2023
Q1 | $514K | Hold |
2,425
| – | – | 0.22% | 55 |
|
|
2022
Q4 | $292K | Sell |
2,425
-262
| -10% | -$30.8K | 0.14% | 68 |
|
|
2022
Q3 | $349K | Sell |
2,687
-4
| -0.1% | -$648 | 0.2% | 57 |
|
|
2022
Q2 | $433K | Buy |
2,691
+50
| +2% | +$9.65K | 0.25% | 51 |
|
|
2022
Q1 | $587K | Buy |
2,641
+1,118
| +73% | +$279K | 0.29% | 45 |
|
|
2021
Q4 | $512K | Buy |
1,523
+400
| +36% | +$133K | 0.25% | 46 |
|
|
2021
Q3 | $381K | Sell |
1,123
-45
| -4% | -$16.2K | 0.22% | 53 |
|
|
2021
Q2 | $406K | Sell |
1,168
-15
| -1% | -$4.81K | 0.24% | 50 |
|
|
2021
Q1 | $348K | Sell |
1,183
-8,623
| -88% | -$2.32M | 0.22% | 53 |
|
|
2020
Q4 | $2.68M | Buy |
9,806
+58
| +0.6% | +$15.9K | 1.03% | 18 |
|
|
2020
Q3 | $2.55M | Buy |
9,748
+367
| +4% | +$94.6K | 1.15% | 17 |
|
|
2020
Q2 | $2.13M | Buy |
9,381
+213
| +2% | +$44.5K | 1.14% | 19 |
|
|
2020
Q1 | $1.53M | Buy |
9,168
+236
| +3% | +$46.2K | 1.06% | 20 |
|
|
2019
Q4 | $1.83M | Sell |
8,932
-171
| -2% | -$33.1K | 1.11% | 19 |
|
|
2019
Q3 | $1.62M | Sell |
9,103
-352
| -4% | -$66.9K | 1.17% | 18 |
|
|
2019
Q2 | $1.82M | Sell |
9,455
-1,103
| -10% | -$202K | 1.43% | 16 |
|
|
2019
Q1 | $1.76M | Buy |
10,558
+154
| +1% | +$24.5K | 1.39% | 17 |
|
|
2018
Q4 | $1.36M | Buy |
+10,404
| New | +$1.51M | 1.21% | 19 |
|
Other funds holding META
VCM
VPM