Capasso Planning Partners’s Meta Platforms (Facebook) META Stock Holding History

Capasso Planning Partners’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-806	Closed	-$342K	–	132
2024 Q3	$342K	Sell	806 -599	-43%	-$308K	0.1%	113
2024 Q2	$616K	Buy	1,405 +284	+25%	+$138K	0.2%	75
2024 Q1	$451K	Sell	1,121 -25	-2%	-$11.2K	0.19%	67
2023 Q4	$365K	Sell	1,146 -204	-15%	-$66.4K	0.17%	75
2023 Q3	$386K	Sell	1,350 -309	-19%	-$93.1K	0.21%	63
2023 Q2	$462K	Buy	+1,659	New	+$409K	0.25%	58
2022 Q2	–	Sell	-1,035	Closed	-$230K	–	96
2022 Q1	$230K	Sell	1,035 -49	-5%	-$12.2K	0.16%	76
2021 Q4	$365K	Buy	+1,084	New	+$360K	0.27%	56

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capasso Planning Partners's META Position: Q4 2024 in Review

Capasso Planning Partners sold out of Meta Platforms (Facebook) (META) in Q4 2024, closing a stake of 806 shares — an estimated $342K sold.

Capasso Planning Partners first reported a position in META in Q4 2021 and held it in 8 quarters. The position peaked at $616K in Q2 2024. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

Capasso Planning Partners reported no remaining Meta Platforms (Facebook) position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 806 Meta Platforms (Facebook) shares in Q4 2024, an estimated $342K.
Capasso Planning Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 8 quarters.
Capasso Planning Partners's Meta Platforms (Facebook) position peaked at $616K in Q2 2024.
4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.