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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