Brio Consultants’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
$692K Buy
938
+90
+11% +$66.4K 0.1% 79
2025
Q1
$489K Buy
848
+22
+3% +$12.7K 0.08% 79
2024
Q4
$484K Sell
826
-24
-3% -$14.1K 0.08% 82
2024
Q3
$487K Hold
850
0.08% 80
2024
Q2
$429K Sell
850
-51
-6% -$25.7K 0.07% 75
2024
Q1
$438K Buy
+901
New +$438K 0.07% 73
2022
Q3
Sell
-7,500
Closed -$1.23M 96
2022
Q2
$1.23M Sell
7,500
-72
-1% -$11.8K 0.28% 36
2022
Q1
$1.68M Sell
7,572
-105
-1% -$23.4K 0.36% 32
2021
Q4
$2.58M Sell
7,677
-11,942
-61% -$4.02M 0.61% 26
2021
Q3
$6.66M Sell
19,619
-600
-3% -$204K 1.62% 20
2021
Q2
$7.03M Sell
20,219
-618
-3% -$215K 1.8% 19
2021
Q1
$6.14M Sell
20,837
-2,657
-11% -$783K 1.81% 19
2020
Q4
$6.42M Sell
23,494
-762
-3% -$208K 2.07% 18
2020
Q3
$6.35M Sell
24,256
-496
-2% -$130K 1.92% 18
2020
Q2
$5.62M Sell
24,752
-372
-1% -$84.5K 1.88% 17
2020
Q1
$4.19M Sell
25,124
-5,253
-17% -$876K 1.67% 18
2019
Q4
$6.24M Sell
30,377
-309
-1% -$63.4K 2.1% 16
2019
Q3
$5.47M Buy
30,686
+14,680
+92% +$2.61M 2.05% 17
2019
Q2
$3.09M Sell
16,006
-2,600
-14% -$502K 1.24% 22
2019
Q1
$3.1M Hold
18,606
1.37% 22
2018
Q4
$2.44M Buy
+18,606
New +$2.44M 1.25% 20