Compass Advisory 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 | $720K | Buy |
976
+35
| +4% | +$25.8K | 0.23% | 48 |
|
|
2025
Q1 | $542K | Buy |
941
+85
| +10% | +$49K | 0.19% | 53 |
|
|
2024
Q4 | $501K | Hold |
856
| – | – | 0.18% | 53 |
|
|
2024
Q3 | $490K | Sell |
856
-568
| -40% | -$325K | 0.19% | 52 |
|
|
2024
Q2 | $718K | Buy |
1,424
+1
| +0.1% | +$504 | 0.32% | 40 |
|
|
2024
Q1 | $691K | Buy |
1,423
+30
| +2% | +$14.6K | 0.31% | 39 |
|
|
2023
Q4 | $493K | Buy |
1,393
+112
| +9% | +$39.6K | 0.24% | 50 |
|
|
2023
Q3 | $385K | Buy |
1,281
+8
| +0.6% | +$2.4K | 0.2% | 57 |
|
|
2023
Q2 | $365K | Buy |
+1,273
| New | +$365K | 0.19% | 52 |
|
|
2021
Q4 | – | Sell |
-602
| Closed | -$204K | – | 65 |
|
|
2021
Q3 | $204K | Buy |
+602
| New | +$204K | 0.12% | 52 |
|