CA
Clearstead Advisors’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.9M | Buy |
28,293
+3,141
| +12% | +$2.32M | 0.29% | 79 |
|
2025
Q1 | $14.5M | Buy |
25,152
+896
| +4% | +$516K | 0.22% | 93 |
|
2024
Q4 | $14.2M | Sell |
24,256
-447
| -2% | -$262K | 0.22% | 96 |
|
2024
Q3 | $14.1M | Buy |
24,703
+1,087
| +5% | +$622K | 0.22% | 95 |
|
2024
Q2 | $11.9M | Buy |
23,616
+8,335
| +55% | +$4.2M | 0.2% | 101 |
|
2024
Q1 | $7.15M | Sell |
15,281
-522
| -3% | -$244K | 0.35% | 58 |
|
2023
Q4 | $5.59M | Sell |
15,803
-15,379
| -49% | -$5.44M | 0.3% | 69 |
|
2023
Q3 | $9.36M | Buy |
31,182
+16,027
| +106% | +$4.81M | 0.27% | 79 |
|
2023
Q2 | $4.35M | Buy |
15,155
+3,390
| +29% | +$973K | 0.26% | 80 |
|
2023
Q1 | $2.49M | Buy |
11,765
+3,414
| +41% | +$724K | 0.18% | 98 |
|
2022
Q4 | $1M | Sell |
8,351
-7,362
| -47% | -$886K | 0.08% | 171 |
|
2022
Q3 | $2.13M | Sell |
15,713
-567
| -3% | -$76.9K | 0.2% | 99 |
|
2022
Q2 | $2.63M | Sell |
16,280
-799
| -5% | -$129K | 0.2% | 98 |
|
2022
Q1 | $3.8M | Buy |
17,079
+4,922
| +40% | +$1.09M | 0.26% | 78 |
|
2021
Q4 | $4.09M | Buy |
12,157
+460
| +4% | +$155K | 0.28% | 73 |
|
2021
Q3 | $3.97M | Buy |
11,697
+444
| +4% | +$151K | 0.3% | 67 |
|
2021
Q2 | $3.91M | Buy |
11,253
+199
| +2% | +$69.2K | 0.3% | 68 |
|
2021
Q1 | $3.26M | Sell |
11,054
-215
| -2% | -$63.3K | 0.27% | 73 |
|
2020
Q4 | $3.08M | Hold |
11,269
| – | – | 0.28% | 70 |
|
2020
Q3 | $2.95M | Buy |
11,269
+946
| +9% | +$248K | 0.32% | 67 |
|
2020
Q2 | $2.34M | Buy |
10,323
+5
| +0% | +$1.14K | 0.27% | 74 |
|
2020
Q1 | $1.72M | Sell |
10,318
-972
| -9% | -$162K | 0.25% | 75 |
|
2019
Q4 | $2.32M | Buy |
11,290
+339
| +3% | +$69.6K | 0.28% | 76 |
|
2019
Q3 | $1.95M | Buy |
10,951
+536
| +5% | +$95.4K | 0.26% | 81 |
|
2019
Q2 | $2.01M | Buy |
10,415
+2,745
| +36% | +$530K | 0.27% | 78 |
|
2019
Q1 | $1.28M | Buy |
7,670
+100
| +1% | +$16.7K | 0.18% | 96 |
|
2018
Q4 | $992K | Buy |
7,570
+315
| +4% | +$41.3K | 0.15% | 111 |
|
2018
Q3 | $1.19M | Buy |
7,255
+585
| +9% | +$96.2K | 0.16% | 101 |
|
2018
Q2 | $1.3M | Buy |
6,670
+559
| +9% | +$109K | 0.18% | 88 |
|
2018
Q1 | $976K | Sell |
6,111
-337
| -5% | -$53.8K | 0.14% | 108 |
|
2017
Q4 | $1.14M | Buy |
6,448
+220
| +4% | +$38.8K | 0.15% | 99 |
|
2017
Q3 | $1.06M | Sell |
6,228
-299
| -5% | -$51.1K | 0.14% | 115 |
|
2017
Q2 | $985K | Buy |
6,527
+2,296
| +54% | +$346K | 0.14% | 108 |
|
2017
Q1 | $601K | Sell |
4,231
-202
| -5% | -$28.7K | 0.09% | 127 |
|
2016
Q4 | $510K | Buy |
+4,433
| New | +$510K | 0.08% | 132 |
|