Creative Planning’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655M | Buy |
887,651
+107,876
| +14% | +$79.6M | 0.56% | 36 |
|
|
2025
Q1 | $449M | Buy |
779,775
+50,779
| +7% | +$29.3M | 0.42% | 39 |
|
|
2024
Q4 | $427M | Buy |
728,996
+12,149
| +2% | +$7.11M | 0.42% | 41 |
|
|
2024
Q3 | $410M | Buy |
716,847
+14,854
| +2% | +$8.5M | 0.41% | 41 |
|
|
2024
Q2 | $354M | Buy |
701,993
+32,988
| +5% | +$16.6M | 0.38% | 41 |
|
|
2024
Q1 | $325M | Buy |
669,005
+21,119
| +3% | +$10.3M | 0.36% | 41 |
|
|
2023
Q4 | $229M | Buy |
647,886
+43,424
| +7% | +$15.4M | 0.43% | 41 |
|
|
2023
Q3 | $181M | Buy |
604,462
+43,781
| +8% | +$13.1M | 0.24% | 55 |
|
|
2023
Q2 | $161M | Sell |
560,681
-18,621
| -3% | -$5.34M | 0.21% | 56 |
|
|
2023
Q1 | $123M | Sell |
579,302
-16,710
| -3% | -$3.54M | 0.18% | 67 |
|
|
2022
Q4 | $71.7M | Sell |
596,012
-84,780
| -12% | -$10.2M | 0.11% | 92 |
|
|
2022
Q3 | $92.4M | Sell |
680,792
-134,974
| -17% | -$18.3M | 0.16% | 62 |
|
|
2022
Q2 | $132M | Sell |
815,766
-99,922
| -11% | -$16.1M | 0.22% | 53 |
|
|
2022
Q1 | $204M | Buy |
915,688
+84,346
| +10% | +$18.8M | 0.32% | 42 |
|
|
2021
Q4 | $280M | Buy |
831,342
+12,629
| +2% | +$4.25M | 0.45% | 37 |
|
|
2021
Q3 | $278M | Buy |
818,713
+16,667
| +2% | +$5.66M | 0.49% | 36 |
|
|
2021
Q2 | $279M | Sell |
802,046
-63,352
| -7% | -$22M | 0.5% | 36 |
|
|
2021
Q1 | $255M | Sell |
865,398
-1,920
| -0.2% | -$565K | 0.51% | 33 |
|
|
2020
Q4 | $237M | Buy |
867,318
+35,674
| +4% | +$9.74M | 0.52% | 32 |
|
|
2020
Q3 | $218M | Buy |
831,644
+2,778
| +0.3% | +$727K | 0.57% | 32 |
|
|
2020
Q2 | $188M | Sell |
828,866
-9,218
| -1% | -$2.09M | 0.54% | 33 |
|
|
2020
Q1 | $140M | Buy |
838,084
+9,564
| +1% | +$1.6M | 0.5% | 36 |
|
|
2019
Q4 | $170M | Sell |
828,520
-22,455
| -3% | -$4.61M | 0.51% | 28 |
|
|
2019
Q3 | $152M | Buy |
850,975
+8,437
| +1% | +$1.5M | 0.49% | 29 |
|
|
2019
Q2 | $163M | Sell |
842,538
-18,977
| -2% | -$3.66M | 0.55% | 27 |
|
|
2019
Q1 | $144M | Sell |
861,515
-24,055
| -3% | -$4.01M | 0.52% | 26 |
|
|
2018
Q4 | $116M | Buy |
885,570
+42,188
| +5% | +$5.53M | 0.48% | 27 |
|
|
2018
Q3 | $139M | Sell |
843,382
-63,434
| -7% | -$10.4M | 0.51% | 28 |
|
|
2018
Q2 | $176M | Sell |
906,816
-25,410
| -3% | -$4.94M | 0.69% | 25 |
|
|
2018
Q1 | $149M | Sell |
932,226
-45,721
| -5% | -$7.31M | 0.61% | 23 |
|
|
2017
Q4 | $173M | Sell |
977,947
-179,890
| -16% | -$31.7M | 0.74% | 23 |
|
|
2017
Q3 | $198M | Buy |
1,157,837
+154,940
| +15% | +$26.5M | 0.92% | 21 |
|
|
2017
Q2 | $151M | Sell |
1,002,897
-25,370
| -2% | -$3.83M | 0.77% | 23 |
|
|
2017
Q1 | $146M | Sell |
1,028,267
-18,205
| -2% | -$2.59M | 0.8% | 23 |
|
|
2016
Q4 | $120M | Buy |
1,046,472
+120,810
| +13% | +$13.9M | 0.73% | 25 |
|
|
2016
Q3 | $119M | Buy |
925,662
+20,260
| +2% | +$2.6M | 0.76% | 25 |
|
|
2016
Q2 | $103M | Buy |
905,402
+14,211
| +2% | +$1.62M | 0.75% | 26 |
|
|
2016
Q1 | $102M | Buy |
891,191
+36,227
| +4% | +$4.13M | 0.79% | 26 |
|
|
2015
Q4 | $89.5M | Sell |
854,964
-139,953
| -14% | -$14.6M | 0.74% | 27 |
|
|
2015
Q3 | $89.4M | Buy |
994,917
+109,798
| +12% | +$9.87M | 0.79% | 27 |
|
|
2015
Q2 | $75.9M | Buy |
885,119
+27,207
| +3% | +$2.33M | 0.69% | 31 |
|
|
2015
Q1 | $70.5M | Sell |
857,912
-11,461
| -1% | -$942K | 0.66% | 30 |
|
|
2014
Q4 | $67.8M | Buy |
869,373
+283,150
| +48% | +$22.1M | 0.71% | 31 |
|
|
2014
Q3 | $46.3M | Sell |
586,223
-114,187
| -16% | -$9.03M | 0.54% | 33 |
|
|
2014
Q2 | $47.1M | Buy |
700,410
+506,163
| +261% | +$34.1M | 0.61% | 30 |
|
|
2014
Q1 | $11.7M | Buy |
194,247
+54,034
| +39% | +$3.25M | 0.18% | 60 |
|
|
2013
Q4 | $7.66M | Buy |
140,213
+86,293
| +160% | +$4.72M | 0.13% | 80 |
|
|
2013
Q3 | $2.71M | Sell |
53,920
-5,493
| -9% | -$276K | 0.05% | 119 |
|
|
2013
Q2 | $1.48M | Buy |
+59,413
| New | +$1.48M | 0.03% | 176 |
|