CreativeOne Wealth’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 | $27.8M | Buy |
37,654
+2,557
| +7% | +$1.89M | 0.73% | 27 |
|
2025
Q1 | $20.2M | Buy |
35,097
+5,093
| +17% | +$2.94M | 0.61% | 33 |
|
2024
Q4 | $17.6M | Buy |
30,004
+9,231
| +44% | +$5.4M | 0.54% | 38 |
|
2024
Q3 | $11.9M | Buy |
20,773
+5,786
| +39% | +$3.31M | 0.4% | 48 |
|
2024
Q2 | $7.56M | Sell |
14,987
-820
| -5% | -$413K | 0.38% | 60 |
|
2024
Q1 | $7.68M | Buy |
15,807
+6,147
| +64% | +$2.99M | 0.31% | 68 |
|
2023
Q4 | $3.42M | Buy |
9,660
+1,454
| +18% | +$515K | 0.22% | 96 |
|
2023
Q3 | $2.46M | Sell |
8,206
-1,730
| -17% | -$519K | 0.18% | 113 |
|
2023
Q2 | $2.85M | Sell |
9,936
-186
| -2% | -$53.4K | 0.13% | 138 |
|
2023
Q1 | $2.15M | Sell |
10,122
-238
| -2% | -$50.4K | 0.11% | 170 |
|
2022
Q4 | $1.25M | Sell |
10,360
-6,089
| -37% | -$732K | 0.07% | 252 |
|
2022
Q3 | $2.23M | Sell |
16,449
-2,945
| -15% | -$400K | 0.13% | 131 |
|
2022
Q2 | $3.13M | Buy |
19,394
+1,825
| +10% | +$294K | 0.17% | 95 |
|
2022
Q1 | $3.91M | Sell |
17,569
-7,994
| -31% | -$1.78M | 0.2% | 81 |
|
2021
Q4 | $8.6M | Buy |
25,563
+4,925
| +24% | +$1.66M | 0.42% | 54 |
|
2021
Q3 | $7.05M | Buy |
20,638
+1,435
| +7% | +$490K | 0.41% | 58 |
|
2021
Q2 | $6.68M | Buy |
19,203
+1,273
| +7% | +$443K | 0.41% | 50 |
|
2021
Q1 | $5.28M | Buy |
17,930
+486
| +3% | +$143K | 0.4% | 50 |
|
2020
Q4 | $4.77M | Buy |
17,444
+14,400
| +473% | +$3.93M | 0.39% | 51 |
|
2020
Q3 | $797K | Buy |
3,044
+649
| +27% | +$170K | 0.11% | 114 |
|
2020
Q2 | $544K | Buy |
2,395
+920
| +62% | +$209K | 0.08% | 125 |
|
2020
Q1 | $246K | Sell |
1,475
-65
| -4% | -$10.8K | 0.05% | 175 |
|
2019
Q4 | $316K | Buy |
1,540
+245
| +19% | +$50.3K | 0.05% | 159 |
|
2019
Q3 | $231K | Sell |
1,295
-82
| -6% | -$14.6K | 0.04% | 159 |
|
2019
Q2 | $266K | Buy |
+1,377
| New | +$266K | 0.06% | 140 |
|