BigSur Wealth Management’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	$4.8M	Buy	6,500 +4,100	+171%	+$3.03M	1.21%	23
2025 Q1	$1.38M	Buy	+2,400	New	+$1.38M	0.37%	70
2023 Q1	–	Sell	-5,040	Closed	-$607K	–	132
2022 Q4	$607K	Sell	5,040 -300	-6%	-$36.1K	0.29%	78
2022 Q3	$725K	Hold	5,340	–	–	0.37%	64
2022 Q2	$861K	Hold	5,340	–	–	0.41%	66
2022 Q1	$1.19M	Hold	5,340	–	–	0.46%	59
2021 Q4	$1.8M	Buy	5,340 +300	+6%	+$101K	0.7%	43
2021 Q3	$1.71M	Hold	5,040	–	–	0.77%	37
2021 Q2	$1.75M	Sell	5,040 -1,260	-20%	-$438K	0.79%	38
2021 Q1	$1.86M	Sell	6,300 -1,200	-16%	-$354K	0.95%	30
2020 Q4	$2.05M	Hold	7,500	–	–	1.16%	26
2020 Q3	$1.96M	Buy	7,500 +4,000	+114%	+$1.05M	1.25%	24
2020 Q2	$795K	Sell	3,500 -900	-20%	-$204K	0.57%	47
2020 Q1	$734K	Hold	4,400	–	–	0.55%	46
2019 Q4	$903K	Sell	4,400 -500	-10%	-$103K	0.51%	47
2019 Q3	$873K	Hold	4,900	–	–	0.59%	43
2019 Q2	$946K	Sell	4,900 -750	-13%	-$145K	0.66%	38
2019 Q1	$942K	Sell	5,650 -2,500	-31%	-$417K	0.62%	39
2018 Q4	$1.07M	Hold	8,150	–	–	0.76%	31
2018 Q3	$1.34M	Hold	8,150	–	–	0.84%	26
2018 Q2	$1.58M	Buy	8,150 +2,000	+33%	+$389K	1.15%	17
2018 Q1	$983K	Buy	6,150 +4,000	+186%	+$639K	0.7%	26
2017 Q4	$379K	Buy	+2,150	New	+$379K	0.38%	58