Delta Financial 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 | $3.52M | Buy |
4,762
+35
| +0.7% | +$25.8K | 1.24% | 29 |
|
|
2025
Q1 | $2.72M | Buy |
4,727
+23
| +0.5% | +$13.3K | 1.02% | 35 |
|
|
2024
Q4 | $2.75M | Buy |
4,704
+213
| +5% | +$125K | 1.02% | 32 |
|
|
2024
Q3 | $2.57M | Buy |
4,491
+181
| +4% | +$104K | 0.93% | 39 |
|
|
2024
Q2 | $2.17M | Buy |
4,310
+80
| +2% | +$40.3K | 0.84% | 38 |
|
|
2024
Q1 | $2.05M | Buy |
4,230
+311
| +8% | +$151K | 0.81% | 40 |
|
|
2023
Q4 | $1.39M | Hold |
3,919
| – | – | 0.6% | 56 |
|
|
2023
Q3 | $1.18M | Sell |
3,919
-85
| -2% | -$25.5K | 0.53% | 62 |
|
|
2023
Q2 | $1.15M | Sell |
4,004
-75
| -2% | -$21.5K | 0.51% | 61 |
|
|
2023
Q1 | $865K | Sell |
4,079
-5
| -0.1% | -$1.06K | 0.42% | 74 |
|
|
2022
Q4 | $491K | Sell |
4,084
-2,722
| -40% | -$328K | 0.24% | 85 |
|
|
2022
Q3 | $923K | Sell |
6,806
-475
| -7% | -$64.4K | 0.49% | 67 |
|
|
2022
Q2 | $1.17M | Buy |
7,281
+360
| +5% | +$58K | 0.59% | 59 |
|
|
2022
Q1 | $1.54M | Buy |
6,921
+117
| +2% | +$26K | 0.66% | 57 |
|
|
2021
Q4 | $2.29M | Buy |
6,804
+50
| +0.7% | +$16.8K | 0.93% | 36 |
|
|
2021
Q3 | $2.29M | Sell |
6,754
-31
| -0.5% | -$10.5K | 1.02% | 32 |
|
|
2021
Q2 | $2.36M | Buy |
6,785
+56
| +0.8% | +$19.5K | 1.04% | 32 |
|
|
2021
Q1 | $1.98M | Buy |
6,729
+124
| +2% | +$36.5K | 0.93% | 40 |
|
|
2020
Q4 | $1.8M | Sell |
6,605
-21
| -0.3% | -$5.74K | 0.9% | 41 |
|
|
2020
Q3 | $1.74M | Sell |
6,626
-450
| -6% | -$118K | 0.96% | 39 |
|
|
2020
Q2 | $1.61M | Sell |
7,076
-202
| -3% | -$45.9K | 0.95% | 39 |
|
|
2020
Q1 | $1.21M | Sell |
7,278
-1,829
| -20% | -$305K | 0.84% | 48 |
|
|
2019
Q4 | $1.87M | Sell |
9,107
-122
| -1% | -$25K | 0.73% | 56 |
|
|
2019
Q3 | $1.64M | Buy |
9,229
+685
| +8% | +$122K | 0.67% | 59 |
|
|
2019
Q2 | $1.65M | Buy |
+8,544
| New | +$1.65M | 0.68% | 59 |
|