Brady Family 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 | $4.51M | Buy |
6,104
+234
| +4% | +$173K | 1.4% | 26 |
|
2025
Q1 | $3.38M | Buy |
5,870
+3,199
| +120% | +$1.84M | 1.08% | 36 |
|
2024
Q4 | $1.56M | Buy |
2,671
+331
| +14% | +$194K | 0.48% | 53 |
|
2024
Q3 | $1.34M | Buy |
2,340
+334
| +17% | +$191K | 0.4% | 60 |
|
2024
Q2 | $1.01M | Buy |
2,006
+177
| +10% | +$89.2K | 0.33% | 64 |
|
2024
Q1 | $888K | Buy |
1,829
+420
| +30% | +$204K | 0.29% | 65 |
|
2023
Q4 | $499K | Buy |
1,409
+80
| +6% | +$28.3K | 0.17% | 83 |
|
2023
Q3 | $399K | Hold |
1,329
| – | – | 0.15% | 84 |
|
2023
Q2 | $381K | Sell |
1,329
-1
| -0.1% | -$287 | 0.14% | 87 |
|
2023
Q1 | $282K | Buy |
+1,330
| New | +$282K | 0.11% | 107 |
|