Bordeaux Wealth Advisors’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 | $15M | Buy |
20,370
+8,201
| +67% | +$6.05M | 1.93% | 10 |
|
|
2025
Q1 | $7.01M | Buy |
12,169
+658
| +6% | +$379K | 1.3% | 19 |
|
|
2024
Q4 | $6.74M | Buy |
11,511
+229
| +2% | +$134K | 1.08% | 20 |
|
|
2024
Q3 | $6.46M | Buy |
11,282
+1,218
| +12% | +$697K | 1.17% | 20 |
|
|
2024
Q2 | $5.07M | Buy |
10,064
+941
| +10% | +$474K | 0.97% | 23 |
|
|
2024
Q1 | $4.43M | Sell |
9,123
-31,744
| -78% | -$15.4M | 1.47% | 13 |
|
|
2023
Q4 | $14.5M | Buy |
40,867
+8,195
| +25% | +$2.9M | 4.89% | 5 |
|
|
2023
Q3 | $9.81M | Buy |
32,672
+304
| +0.9% | +$91.3K | 3.97% | 6 |
|
|
2023
Q2 | $9.29M | Sell |
32,368
-1,070
| -3% | -$307K | 3.81% | 7 |
|
|
2023
Q1 | $7.09M | Buy |
33,438
+1,275
| +4% | +$270K | 3.65% | 7 |
|
|
2022
Q4 | $3.87M | Buy |
32,163
+30,315
| +1,640% | +$3.65M | 2.12% | 13 |
|
|
2022
Q3 | $251K | Buy |
1,848
+21
| +1% | +$2.85K | 0.16% | 72 |
|
|
2022
Q2 | $295K | Sell |
1,827
-1,432
| -44% | -$231K | 0.2% | 67 |
|
|
2022
Q1 | $725K | Buy |
3,259
+533
| +20% | +$119K | 0.39% | 43 |
|
|
2021
Q4 | $917K | Buy |
2,726
+617
| +29% | +$208K | 0.42% | 41 |
|
|
2021
Q3 | $716K | Hold |
2,109
| – | – | 0.41% | 39 |
|
|
2021
Q2 | $733K | Buy |
2,109
+1,016
| +93% | +$353K | 0.42% | 40 |
|
|
2021
Q1 | $322K | Sell |
1,093
-35
| -3% | -$10.3K | 0.22% | 54 |
|
|
2020
Q4 | $308K | Buy |
+1,128
| New | +$308K | 0.23% | 54 |
|