Crewe Advisors’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 | $4.22M | Buy |
+5,718
| New | +$4.22M | 0.6% | 31 |
|
2024
Q3 | – | Sell |
-6,354
| Closed | -$3.2M | – | 882 |
|
2024
Q2 | $3.2M | Sell |
6,354
-118
| -2% | -$59.5K | 0.36% | 38 |
|
2024
Q1 | $3.14M | Buy |
+6,472
| New | +$3.14M | 0.37% | 37 |
|
2023
Q3 | – | Sell |
-3,320
| Closed | -$953K | – | 791 |
|
2023
Q2 | $953K | Sell |
3,320
-403
| -11% | -$116K | 0.13% | 52 |
|
2023
Q1 | $789K | Sell |
3,723
-597
| -14% | -$127K | 0.12% | 57 |
|
2022
Q4 | $520K | Sell |
4,320
-2,630
| -38% | -$316K | 0.08% | 75 |
|
2022
Q3 | $943K | Buy |
6,950
+236
| +4% | +$32K | 0.17% | 46 |
|
2022
Q2 | $1.08M | Buy |
6,714
+1,882
| +39% | +$304K | 0.24% | 34 |
|
2022
Q1 | $1.07M | Buy |
4,832
+1,994
| +70% | +$443K | 0.21% | 31 |
|
2021
Q4 | $955K | Buy |
2,838
+26
| +0.9% | +$8.75K | 0.19% | 30 |
|
2021
Q3 | $954K | Sell |
2,812
-7
| -0.2% | -$2.38K | 0.23% | 29 |
|
2021
Q2 | $980K | Sell |
2,819
-198
| -7% | -$68.8K | 0.24% | 29 |
|
2021
Q1 | $889K | Buy |
3,017
+1,470
| +95% | +$433K | 0.22% | 28 |
|
2020
Q4 | $423K | Buy |
1,547
+592
| +62% | +$162K | 0.17% | 34 |
|
2020
Q3 | $250K | Sell |
955
-750
| -44% | -$196K | 0.12% | 42 |
|
2020
Q2 | $387K | Buy |
1,705
+1,072
| +169% | +$243K | 0.19% | 33 |
|
2020
Q1 | $106K | Sell |
633
-1,013
| -62% | -$170K | 0.06% | 57 |
|
2019
Q4 | $338K | Sell |
1,646
-739
| -31% | -$152K | 0.15% | 42 |
|
2019
Q3 | $425K | Sell |
2,385
-2,756
| -54% | -$491K | 0.2% | 33 |
|
2019
Q2 | $992K | Buy |
5,141
+2,678
| +109% | +$517K | 0.32% | 20 |
|
2019
Q1 | $411K | Buy |
2,463
+639
| +35% | +$107K | 0.13% | 36 |
|
2018
Q4 | $239K | Sell |
1,824
-499
| -21% | -$65.4K | 0.08% | 52 |
|
2018
Q3 | $382K | Buy |
2,323
+494
| +27% | +$81.2K | 0.32% | 39 |
|
2018
Q2 | $355K | Sell |
1,829
-20
| -1% | -$3.88K | 0.33% | 39 |
|
2018
Q1 | $295K | Buy |
1,849
+637
| +53% | +$102K | 0.29% | 40 |
|
2017
Q4 | $214K | Buy |
+1,212
| New | +$214K | 0.21% | 49 |
|