Bradley & Co Private 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 | $2M | Sell |
2,716
-100
| -4% | -$73.8K | 1.23% | 17 |
|
|
2025
Q1 | $1.62M | Hold |
2,816
| – | – | 1.11% | 18 |
|
|
2024
Q4 | $1.65M | Buy |
+2,816
| New | +$1.65M | 1.03% | 17 |
|
|
2024
Q2 | $1.42M | Hold |
2,816
| – | – | 1.05% | 15 |
|
|
2024
Q1 | $1.37M | Hold |
2,816
| – | – | 1.11% | 15 |
|
|
2023
Q4 | $997K | Hold |
2,816
| – | – | 0.92% | 16 |
|
|
2023
Q3 | $845K | Sell |
2,816
-141
| -5% | -$42.3K | 0.88% | 17 |
|
|
2023
Q2 | $849K | Hold |
2,957
| – | – | 0.84% | 16 |
|
|
2023
Q1 | $627K | Sell |
2,957
-522
| -15% | -$111K | 0.69% | 19 |
|
|
2022
Q4 | $419K | Sell |
3,479
-135
| -4% | -$16.2K | 0.51% | 24 |
|
|
2022
Q3 | $490K | Sell |
3,614
-157
| -4% | -$21.3K | 0.58% | 24 |
|
|
2022
Q2 | $608K | Hold |
3,771
| – | – | 0.67% | 27 |
|
|
2022
Q1 | $839K | Hold |
3,771
| – | – | 0.72% | 25 |
|
|
2021
Q4 | $1.27M | Sell |
3,771
-104
| -3% | -$35K | 1.02% | 21 |
|
|
2021
Q3 | $1.32M | Sell |
3,875
-300
| -7% | -$102K | 1.13% | 20 |
|
|
2021
Q2 | $1.45M | Sell |
4,175
-333
| -7% | -$116K | 1.27% | 22 |
|
|
2021
Q1 | $1.33M | Buy |
+4,508
| New | +$1.33M | 1.23% | 24 |
|