Charter Research & Investment Group’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 | $5.9M | Sell |
7,990
-135
| -2% | -$99.6K | 4.4% | 3 |
|
|
2025
Q1 | $4.68M | Sell |
8,125
-8
| -0.1% | -$4.61K | 3.58% | 6 |
|
|
2024
Q4 | $4.76M | Sell |
8,133
-152
| -2% | -$89K | 3.63% | 3 |
|
|
2024
Q3 | $4.74M | Buy |
8,285
+39
| +0.5% | +$22.3K | 3.5% | 5 |
|
|
2024
Q2 | $4.16M | Sell |
8,246
-85
| -1% | -$42.9K | 3.28% | 7 |
|
|
2024
Q1 | $4.05M | Sell |
8,331
-15
| -0.2% | -$7.28K | 3.21% | 7 |
|
|
2023
Q4 | $2.95M | Buy |
8,346
+90
| +1% | +$31.9K | 2.45% | 12 |
|
|
2023
Q3 | $2.48M | Sell |
8,256
-160
| -2% | -$48K | 2.23% | 13 |
|
|
2023
Q2 | $2.42M | Sell |
8,416
-69
| -0.8% | -$19.8K | 2% | 15 |
|
|
2023
Q1 | $1.8M | Sell |
8,485
-46
| -0.5% | -$9.75K | 1.58% | 20 |
|
|
2022
Q4 | $1.03M | Sell |
8,531
-322
| -4% | -$38.7K | 0.98% | 29 |
|
|
2022
Q3 | $1.2M | Sell |
8,853
-114
| -1% | -$15.5K | 1.21% | 25 |
|
|
2022
Q2 | $1.45M | Buy |
8,967
+25
| +0.3% | +$4.03K | 1.31% | 25 |
|
|
2022
Q1 | $1.99M | Buy |
8,942
+224
| +3% | +$49.8K | 1.61% | 21 |
|
|
2021
Q4 | $2.93M | Sell |
8,718
-60
| -0.7% | -$20.2K | 2.31% | 12 |
|
|
2021
Q3 | $2.98M | Sell |
8,778
-178
| -2% | -$60.4K | 2.47% | 12 |
|
|
2021
Q2 | $3.11M | Sell |
8,956
-190
| -2% | -$66.1K | 2.58% | 11 |
|
|
2021
Q1 | $2.69M | Sell |
9,146
-280
| -3% | -$82.5K | 2.35% | 14 |
|
|
2020
Q4 | $2.58M | Sell |
9,426
-50
| -0.5% | -$13.7K | 2.48% | 9 |
|
|
2020
Q3 | $2.48M | Sell |
9,476
-80
| -0.8% | -$21K | 2.72% | 10 |
|
|
2020
Q2 | $2.17M | Sell |
9,556
-10
| -0.1% | -$2.27K | 2.5% | 11 |
|
|
2020
Q1 | $1.6M | Sell |
9,566
-30
| -0.3% | -$5.01K | 2.1% | 17 |
|
|
2019
Q4 | $1.97M | Buy |
9,596
+225
| +2% | +$46.2K | 2% | 16 |
|
|
2019
Q3 | $1.67M | Buy |
9,371
+49
| +0.5% | +$8.73K | 1.81% | 18 |
|
|
2019
Q2 | $1.8M | Sell |
9,322
-320
| -3% | -$61.8K | 2% | 16 |
|
|
2019
Q1 | $1.61M | Sell |
9,642
-80
| -0.8% | -$13.3K | 1.78% | 20 |
|
|
2018
Q4 | $1.27M | Sell |
9,722
-15
| -0.2% | -$1.97K | 1.61% | 24 |
|
|
2018
Q3 | $1.6M | Sell |
9,737
-55
| -0.6% | -$9.04K | 1.75% | 19 |
|
|
2018
Q2 | $1.9M | Sell |
9,792
-315
| -3% | -$61.2K | 2.18% | 15 |
|
|
2018
Q1 | $1.62M | Sell |
10,107
-205
| -2% | -$32.8K | 1.93% | 18 |
|
|
2017
Q4 | $1.82M | Buy |
+10,312
| New | +$1.82M | 2.04% | 17 |
|
|
2016
Q3 | $1.61M | Sell |
12,555
-95
| -0.8% | -$12.2K | 1.89% | 23 |
|
|
2016
Q2 | $1.45M | Buy |
12,650
+140
| +1% | +$16K | 1.65% | 25 |
|
|
2016
Q1 | $1.43M | Buy |
12,510
+130
| +1% | +$14.8K | 1.64% | 26 |
|
|
2015
Q4 | $1.3M | Buy |
+12,380
| New | +$1.3M | 1.5% | 27 |
|