BOK Financial Private Wealth’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 | $1.54M | Buy |
2,081
+478
| +30% | +$353K | 0.1% | 71 |
|
2025
Q1 | $924K | Buy |
1,603
+1,107
| +223% | +$638K | 0.07% | 94 |
|
2024
Q4 | $290K | Buy |
496
+41
| +9% | +$24K | 0.02% | 155 |
|
2024
Q3 | $260K | Sell |
455
-205
| -31% | -$117K | 0.02% | 158 |
|
2024
Q2 | $333K | Buy |
660
+76
| +13% | +$38.3K | 0.02% | 147 |
|
2024
Q1 | $284K | Buy |
584
+140
| +32% | +$68K | 0.02% | 157 |
|
2023
Q4 | $157K | Buy |
444
+150
| +51% | +$53.1K | 0.01% | 178 |
|
2023
Q3 | $88.3K | Sell |
294
-290
| -50% | -$87.1K | 0.01% | 193 |
|
2023
Q2 | $168K | Buy |
584
+83
| +17% | +$23.8K | 0.01% | 164 |
|
2023
Q1 | $106K | Buy |
501
+17
| +4% | +$3.6K | 0.01% | 194 |
|
2022
Q4 | $58.2K | Hold |
484
| – | – | ﹤0.01% | 229 |
|
2022
Q3 | $66K | Hold |
484
| – | – | 0.01% | 231 |
|
2022
Q2 | $78K | Sell |
484
-9,144
| -95% | -$1.47M | 0.01% | 220 |
|
2022
Q1 | $2.14M | Sell |
9,628
-1,486
| -13% | -$330K | 0.15% | 93 |
|
2021
Q4 | $3.74M | Buy |
11,114
+1,465
| +15% | +$493K | 0.26% | 65 |
|
2021
Q3 | $3.28M | Buy |
9,649
+1,377
| +17% | +$467K | 0.26% | 64 |
|
2021
Q2 | $2.88M | Buy |
8,272
+2,006
| +32% | +$697K | 0.23% | 71 |
|
2021
Q1 | $1.85M | Buy |
6,266
+1,194
| +24% | +$352K | 0.17% | 84 |
|
2020
Q4 | $1.39M | Buy |
5,072
+848
| +20% | +$232K | 0.13% | 87 |
|
2020
Q3 | $1.11M | Buy |
4,224
+144
| +4% | +$37.7K | 0.12% | 91 |
|
2020
Q2 | $926K | Buy |
4,080
+600
| +17% | +$136K | 0.1% | 101 |
|
2020
Q1 | $580K | Sell |
3,480
-524
| -13% | -$87.3K | 0.07% | 119 |
|
2019
Q4 | $822K | Buy |
4,004
+288
| +8% | +$59.1K | 0.07% | 109 |
|
2019
Q3 | $662K | Buy |
3,716
+629
| +20% | +$112K | 0.09% | 62 |
|
2019
Q2 | $596K | Buy |
3,087
+938
| +44% | +$181K | 0.09% | 62 |
|
2019
Q1 | $358K | Buy |
2,149
+312
| +17% | +$52K | 0.05% | 72 |
|
2018
Q4 | $241K | Buy |
+1,837
| New | +$241K | 0.03% | 111 |
|