Concord Wealth Partners’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 | $8.36M | Sell |
11,321
-183
| -2% | -$135K | 1.22% | 20 |
|
|
2025
Q1 | $6.63M | Sell |
11,504
-2,052
| -15% | -$1.18M | 1.09% | 24 |
|
|
2024
Q4 | $7.94M | Buy |
13,556
+1
| +0% | +$586 | 1.3% | 19 |
|
|
2024
Q3 | $7.76M | Buy |
13,555
+1,283
| +10% | +$734K | 1.29% | 21 |
|
|
2024
Q2 | $6.19M | Buy |
12,272
+1,066
| +10% | +$538K | 1.09% | 22 |
|
|
2024
Q1 | $5.44M | Buy |
11,206
+2,710
| +32% | +$1.32M | 0.98% | 26 |
|
|
2023
Q4 | $3.01M | Buy |
8,496
+788
| +10% | +$279K | 0.6% | 41 |
|
|
2023
Q3 | $2.31M | Buy |
7,708
+2,211
| +40% | +$664K | 0.49% | 39 |
|
|
2023
Q2 | $1.58M | Buy |
5,497
+1,749
| +47% | +$502K | 0.34% | 50 |
|
|
2023
Q1 | $794K | Sell |
3,748
-180
| -5% | -$38.1K | 0.23% | 63 |
|
|
2022
Q4 | $473K | Sell |
3,928
-2,230
| -36% | -$268K | 0.14% | 87 |
|
|
2022
Q3 | $836K | Sell |
6,158
-7
| -0.1% | -$950 | 0.27% | 55 |
|
|
2022
Q2 | $994K | Buy |
6,165
+1,439
| +30% | +$232K | 0.27% | 49 |
|
|
2022
Q1 | $1.05M | Buy |
4,726
+635
| +16% | +$141K | 0.27% | 48 |
|
|
2021
Q4 | $1.38M | Buy |
4,091
+1,936
| +90% | +$651K | 0.34% | 37 |
|
|
2021
Q3 | $731K | Sell |
2,155
-1,524
| -41% | -$517K | 0.3% | 25 |
|
|
2021
Q2 | $1.28M | Sell |
3,679
-362
| -9% | -$126K | 0.37% | 26 |
|
|
2021
Q1 | $1.19M | Buy |
4,041
+1,275
| +46% | +$375K | 0.4% | 24 |
|
|
2020
Q4 | $756K | Buy |
+2,766
| New | +$756K | 0.58% | 21 |
|