Beta Wealth 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 | $353K | Sell |
479
-158
| -25% | -$117K | 0.13% | 85 |
|
|
2025
Q1 | $367K | Sell |
637
-1,886
| -75% | -$1.09M | 0.13% | 81 |
|
|
2024
Q4 | $1.48M | Buy |
2,523
+12
| +0.5% | +$7.03K | 0.65% | 37 |
|
|
2024
Q3 | $1.44M | Buy |
2,511
+2,094
| +502% | +$1.2M | 0.65% | 37 |
|
|
2024
Q2 | $210K | Hold |
417
| – | – | 0.1% | 97 |
|
|
2024
Q1 | $203K | Sell |
417
-189
| -31% | -$91.8K | 0.1% | 98 |
|
|
2023
Q4 | $215K | Buy |
+606
| New | +$215K | 0.11% | 101 |
|
|
2022
Q3 | – | Sell |
-1,406
| Closed | -$227K | – | 97 |
|
|
2022
Q2 | $227K | Hold |
1,406
| – | – | 0.15% | 77 |
|
|
2022
Q1 | $313K | Hold |
1,406
| – | – | 0.21% | 69 |
|
|
2021
Q4 | $477K | Hold |
1,406
| – | – | 0.34% | 42 |
|
|
2021
Q3 | $477K | Hold |
1,406
| – | – | 0.34% | 42 |
|
|
2021
Q2 | $489K | Hold |
1,406
| – | – | 0.34% | 42 |
|
|
2021
Q1 | $414K | Buy |
+1,406
| New | +$414K | 0.3% | 45 |
|