Centric Wealth Management’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 | $631K | Sell |
820
-97
| -11% | -$74.7K | 0.15% | 103 |
|
|
2025
Q1 | $529K | Sell |
917
-27
| -3% | -$15.6K | 0.14% | 107 |
|
|
2024
Q4 | $553K | Sell |
944
-2
| -0.2% | -$1.17K | 0.15% | 106 |
|
|
2024
Q3 | $541K | Sell |
946
-4
| -0.4% | -$2.29K | 0.14% | 107 |
|
|
2024
Q2 | $443K | Sell |
950
-77
| -7% | -$35.9K | 0.13% | 111 |
|
|
2024
Q1 | $442K | Buy |
1,027
+40
| +4% | +$17.2K | 0.14% | 103 |
|
|
2023
Q4 | $453K | Buy |
987
+101
| +11% | +$46.4K | 0.15% | 99 |
|
|
2023
Q3 | $266K | Hold |
886
| – | – | 0.11% | 96 |
|
|
2023
Q2 | $261K | Sell |
886
-73
| -8% | -$21.5K | 0.1% | 100 |
|
|
2023
Q1 | $203K | Sell |
959
-743
| -44% | -$157K | 0.09% | 99 |
|
|
2022
Q4 | $205K | Sell |
1,702
-4,880
| -74% | -$587K | 0.1% | 97 |
|
|
2022
Q3 | $893K | Buy |
6,582
+378
| +6% | +$51.3K | 0.36% | 70 |
|
|
2022
Q2 | $1M | Sell |
6,204
-581
| -9% | -$93.6K | 0.37% | 75 |
|
|
2022
Q1 | $1.51M | Sell |
6,785
-28
| -0.4% | -$6.23K | 0.48% | 56 |
|
|
2021
Q4 | $2.29M | Buy |
6,813
+2,123
| +45% | +$714K | 0.75% | 32 |
|
|
2021
Q3 | $1.59M | Buy |
4,690
+9
| +0.2% | +$3.06K | 0.59% | 38 |
|
|
2021
Q2 | $1.63M | Buy |
4,681
+297
| +7% | +$103K | 0.56% | 40 |
|
|
2021
Q1 | $1.29M | Buy |
4,384
+2,238
| +104% | +$659K | 0.37% | 67 |
|
|
2020
Q4 | $586K | Buy |
2,146
+142
| +7% | +$38.8K | 0.18% | 116 |
|
|
2020
Q3 | $350K | Buy |
2,004
+277
| +16% | +$48.4K | 0.26% | 78 |
|
|
2020
Q2 | $392K | Sell |
1,727
-277
| -14% | -$62.9K | 0.21% | 90 |
|
|
2020
Q1 | $350K | Buy |
2,004
+12
| +0.6% | +$2.1K | 0.26% | 78 |
|
|
2019
Q4 | $409K | Sell |
1,992
-12
| -0.6% | -$2.46K | 0.33% | 64 |
|
|
2019
Q3 | $350K | Buy |
2,004
+100
| +5% | +$17.5K | 0.26% | 78 |
|
|
2019
Q2 | $367K | Buy |
1,904
+421
| +28% | +$81.1K | 0.32% | 71 |
|
|
2019
Q1 | $247K | Buy |
+1,483
| New | +$247K | 0.23% | 81 |
|