Brendel Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.69M	Buy	4,701 +303	+7%	+$194K	1.33%	38
2025 Q4	$2.9M	Buy	4,398 +435	+11%	+$290K	1.43%	34
2025 Q3	$2.91M	Buy	3,963 +240	+6%	+$179K	1.49%	32
2025 Q2	$2.75M	Buy	3,723 +211	+6%	+$130K	1.54%	29
2025 Q1	$2.02M	Sell	3,512 -401	-10%	-$259K	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%	+$43.7K	1.35%	32
2024 Q2	$2.05M	Sell	4,060 -703	-15%	-$342K	1.3%	34
2024 Q1	$2.31M	Sell	4,763 -965	-17%	-$430K	2.65%	16
2023 Q4	$2.03M	Sell	5,728 -192	-3%	-$62.5K	1.33%	32
2023 Q3	$1.78M	Sell	5,920 -1,439	-20%	-$434K	2.64%	19
2023 Q2	$2.11M	Sell	7,359 -2,644	-26%	-$652K	3.18%	14
2023 Q1	$2.12M	Buy	+10,003	New	+$1.7M	1.57%	25
2022 Q1	–	Sell	-687	Closed	-$231K	–	127
2021 Q4	$231K	Sell	687 -194	-22%	-$64.4K	0.12%	99
2021 Q3	$299K	Buy	881 +211	+31%	+$76K	0.36%	49
2021 Q2	$233K	Buy	+670	New	+$215K	0.13%	100