Clarity Wealth Advisors’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 | $12.3M | Buy |
16,718
+2,665
| +19% | +$1.97M | 3.04% | 9 |
|
|
2025
Q1 | $8.1M | Buy |
14,053
+608
| +5% | +$350K | 2.25% | 14 |
|
|
2024
Q4 | $7.87M | Buy |
13,445
+732
| +6% | +$429K | 2.15% | 14 |
|
|
2024
Q3 | $7.28M | Buy |
12,713
+443
| +4% | +$254K | 2.12% | 13 |
|
|
2024
Q2 | $6.19M | Buy |
12,270
+728
| +6% | +$367K | 2% | 15 |
|
|
2024
Q1 | $5.6M | Sell |
11,542
-147
| -1% | -$71.4K | 1.9% | 16 |
|
|
2023
Q4 | $4.14M | Sell |
11,689
-1,325
| -10% | -$469K | 1.56% | 19 |
|
|
2023
Q3 | $3.91M | Sell |
13,014
-196
| -1% | -$58.8K | 1.77% | 18 |
|
|
2023
Q2 | $3.79M | Buy |
13,210
+1,595
| +14% | +$458K | 1.7% | 16 |
|
|
2023
Q1 | $2.46M | Buy |
11,615
+439
| +4% | +$93K | 1.25% | 22 |
|
|
2022
Q4 | $1.34M | Buy |
11,176
+611
| +6% | +$73.5K | 0.77% | 27 |
|
|
2022
Q3 | $1.43M | Buy |
10,565
+911
| +9% | +$124K | 0.86% | 27 |
|
|
2022
Q2 | $1.56M | Buy |
9,654
+1,016
| +12% | +$164K | 0.89% | 29 |
|
|
2022
Q1 | $1.92M | Buy |
8,638
+577
| +7% | +$128K | 0.91% | 28 |
|
|
2021
Q4 | $2.71M | Buy |
8,061
+351
| +5% | +$118K | 1.26% | 24 |
|
|
2021
Q3 | $2.62M | Buy |
7,710
+558
| +8% | +$189K | 1.29% | 25 |
|
|
2021
Q2 | $2.49M | Buy |
7,152
+110
| +2% | +$38.2K | 1.29% | 25 |
|
|
2021
Q1 | $2.07M | Buy |
7,042
+684
| +11% | +$201K | 1.18% | 27 |
|
|
2020
Q4 | $1.74M | Buy |
6,358
+952
| +18% | +$260K | 1.05% | 29 |
|
|
2020
Q3 | $1.42M | Sell |
5,406
-496
| -8% | -$130K | 1.01% | 26 |
|
|
2020
Q2 | $1.34M | Sell |
5,902
-787
| -12% | -$179K | 1.06% | 29 |
|
|
2020
Q1 | $1.12M | Buy |
6,689
+2,383
| +55% | +$397K | 1.16% | 25 |
|
|
2019
Q4 | $883K | Buy |
+4,306
| New | +$883K | 0.74% | 28 |
|