Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $67M | Sell |
132,946
-1,780
| -1% | -$898K | 0.69% | 24 |
|
|
2024
Q1 | $65.4M | Sell |
134,726
-8,505
| -6% | -$4.13M | 0.69% | 23 |
|
|
2023
Q4 | $50.7M | Sell |
143,231
-14,756
| -9% | -$5.22M | 0.6% | 26 |
|
|
2023
Q3 | $47.4M | Sell |
157,987
-9,994
| -6% | -$3M | 0.67% | 20 |
|
|
2023
Q2 | $48.2M | Sell |
167,981
-7,021
| -4% | -$2.01M | 0.69% | 20 |
|
|
2023
Q1 | $21.1M | Hold |
175,002
| – | – | 0.38% | 38 |
|
|
2022
Q4 | $21.1M | Sell |
175,002
-2,982
| -2% | -$359K | 0.38% | 38 |
|
|
2022
Q3 | $24.1M | Sell |
177,984
-4,195
| -2% | -$569K | 0.49% | 31 |
|
|
2022
Q2 | $29.4M | Sell |
182,179
-12,006
| -6% | -$1.94M | 0.58% | 23 |
|
|
2022
Q1 | $43.2M | Sell |
194,185
-82,460
| -30% | -$18.3M | 0.85% | 17 |
|
|
2021
Q4 | $93.1M | Sell |
276,645
-8,303
| -3% | -$2.79M | 1.8% | 9 |
|
|
2021
Q3 | $96.7M | Buy |
284,948
+9,190
| +3% | +$3.12M | 1.98% | 9 |
|
|
2021
Q2 | $95.9M | Sell |
275,758
-28,887
| -9% | -$10M | 2.31% | 7 |
|
|
2021
Q1 | $89.7M | Buy |
304,645
+1,326
| +0.4% | +$391K | 4.42% | 2 |
|
|
2020
Q4 | $82.9M | Buy |
303,319
+2,065
| +0.7% | +$564K | 4.35% | 2 |
|
|
2020
Q3 | $78.9M | Buy |
301,254
+168,221
| +126% | +$44.1M | 6.04% | 1 |
|
|
2020
Q2 | $30.2M | Sell |
133,033
-208,906
| -61% | -$47.4M | 2.87% | 6 |
|
|
2020
Q1 | $57M | Sell |
341,939
-26,030
| -7% | -$4.34M | 5.5% | 1 |
|
|
2019
Q4 | $75.5M | Sell |
367,969
-53,829
| -13% | -$11M | 7.25% | 1 |
|
|
2019
Q3 | $75.1M | Buy |
421,798
+109,895
| +35% | +$19.6M | 8.14% | 1 |
|
|
2019
Q2 | $60.2M | Buy |
311,903
+170,532
| +121% | +$32.9M | 6.54% | 1 |
|
|
2019
Q1 | $23.6M | Sell |
141,371
-1,899
| -1% | -$317K | 2.97% | 3 |
|
|
2018
Q4 | $18.8M | Sell |
143,270
-26,466
| -16% | -$3.47M | 2.87% | 6 |
|
|
2018
Q3 | $27.9M | Sell |
169,736
-5,095
| -3% | -$838K | 4.28% | 2 |
|
|
2018
Q2 | $34M | Buy |
174,831
+95,137
| +119% | +$18.5M | 5.5% | 1 |
|
|
2018
Q1 | $12.7M | Sell |
79,694
-105,167
| -57% | -$16.8M | 2.48% | 10 |
|
|
2017
Q4 | $32.6M | Sell |
184,861
-4,236
| -2% | -$747K | 6.8% | 1 |
|
|
2017
Q3 | $32.3M | Sell |
189,097
-15,566
| -8% | -$2.66M | 7.69% | 1 |
|
|
2017
Q2 | $30.9M | Buy |
204,663
+3,668
| +2% | +$554K | 7.26% | 1 |
|
|
2017
Q1 | $28.6M | Sell |
200,995
-6,262
| -3% | -$890K | 8.31% | 1 |
|
|
2016
Q4 | $23.8M | Sell |
207,257
-14,048
| -6% | -$1.62M | 7.68% | 1 |
|
|
2016
Q3 | $28.4M | Sell |
221,305
-37,028
| -14% | -$4.75M | 9.61% | 1 |
|
|
2016
Q2 | $29.5M | Sell |
258,333
-147,971
| -36% | -$16.9M | 10.04% | 1 |
|
|
2016
Q1 | $46.4M | Sell |
406,304
-23,445
| -5% | -$2.68M | 15.34% | 1 |
|
|
2015
Q4 | $45M | Buy |
429,749
+9,197
| +2% | +$963K | 15.08% | 1 |
|
|
2015
Q3 | $37.8M | Buy |
420,552
+16,136
| +4% | +$1.45M | 13.34% | 1 |
|
|
2015
Q2 | $34.7M | Sell |
404,416
-17,204
| -4% | -$1.48M | 11.37% | 1 |
|
|
2015
Q1 | $34.7M | Sell |
421,620
-118,021
| -22% | -$9.7M | 13.05% | 1 |
|
|
2014
Q4 | $42.1M | Sell |
539,641
-16,379
| -3% | -$1.28M | 16.28% | 1 |
|
|
2014
Q3 | $43.9M | Buy |
556,020
+71,422
| +15% | +$5.65M | 18.12% | 1 |
|
|
2014
Q2 | $32.6M | Buy |
484,598
+13,288
| +3% | +$894K | 14.23% | 1 |
|
|
2014
Q1 | $28.4M | Sell |
471,310
-25,904
| -5% | -$1.56M | 13.14% | 1 |
|
|
2013
Q4 | $27.2M | Sell |
497,214
-28,288
| -5% | -$1.55M | 12.8% | 1 |
|
|
2013
Q3 | $26.4M | Sell |
525,502
-109,037
| -17% | -$5.48M | 13.99% | 1 |
|
|
2013
Q2 | $15.8M | Buy |
+634,539
| New | +$15.8M | 8.9% | 2 |
|