Brendel Financial 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 | $2.75M | Buy |
3,723
+211
| +6% | +$156K | 1.54% | 29 |
|
|
2025
Q1 | $2.02M | Sell |
3,512
-401
| -10% | -$231K | 1.23% | 38 |
|
|
2024
Q4 | $2.29M | Sell |
3,913
-232
| -6% | -$136K | 1.39% | 34 |
|
|
2024
Q3 | $2.37M | Buy |
4,145
+85
| +2% | +$48.7K | 1.35% | 32 |
|
|
2024
Q2 | $2.05M | Sell |
4,060
-703
| -15% | -$354K | 1.3% | 34 |
|
|
2024
Q1 | $2.31M | Sell |
4,763
-965
| -17% | -$469K | 2.65% | 16 |
|
|
2023
Q4 | $2.03M | Sell |
5,728
-192
| -3% | -$67.9K | 1.33% | 32 |
|
|
2023
Q3 | $1.78M | Sell |
5,920
-1,439
| -20% | -$432K | 2.64% | 19 |
|
|
2023
Q2 | $2.11M | Sell |
7,359
-2,644
| -26% | -$759K | 3.18% | 14 |
|
|
2023
Q1 | $2.12M | Buy |
+10,003
| New | +$2.12M | 1.57% | 25 |
|
|
2022
Q1 | – | Sell |
-687
| Closed | -$231K | – | 127 |
|
|
2021
Q4 | $231K | Sell |
687
-194
| -22% | -$65.2K | 0.12% | 99 |
|
|
2021
Q3 | $299K | Buy |
881
+211
| +31% | +$71.6K | 0.36% | 49 |
|
|
2021
Q2 | $233K | Buy |
+670
| New | +$233K | 0.13% | 100 |
|