DHJJ 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 | $630K | Hold |
854
| – | – | 0.23% | 84 |
|
|
2025
Q1 | $492K | Sell |
854
-34
| -4% | -$19.6K | 0.2% | 88 |
|
|
2024
Q4 | $520K | Hold |
888
| – | – | 0.2% | 85 |
|
|
2024
Q3 | $508K | Sell |
888
-2
| -0.2% | -$1.15K | 0.2% | 91 |
|
|
2024
Q2 | $449K | Sell |
890
-1
| -0.1% | -$504 | 0.19% | 92 |
|
|
2024
Q1 | $433K | Sell |
891
-8
| -0.9% | -$3.89K | 0.19% | 92 |
|
|
2023
Q4 | $318K | Sell |
899
-7
| -0.8% | -$2.48K | 0.15% | 103 |
|
|
2023
Q3 | $272K | Sell |
906
-19
| -2% | -$5.7K | 0.14% | 108 |
|
|
2023
Q2 | $265K | Sell |
925
-88
| -9% | -$25.3K | 0.14% | 120 |
|
|
2023
Q1 | $211K | Buy |
+1,013
| New | +$211K | 0.11% | 134 |
|
|
2022
Q2 | – | Sell |
-1,041
| Closed | -$234K | – | 134 |
|
|
2022
Q1 | $234K | Buy |
1,041
+4
| +0.4% | +$899 | 0.11% | 126 |
|
|
2021
Q4 | $350K | Buy |
1,037
+17
| +2% | +$5.74K | 0.16% | 99 |
|
|
2021
Q3 | $346K | Sell |
1,020
-11
| -1% | -$3.73K | 0.18% | 94 |
|
|
2021
Q2 | $358K | Sell |
1,031
-13
| -1% | -$4.51K | 0.19% | 90 |
|
|
2021
Q1 | $307K | Sell |
1,044
-5
| -0.5% | -$1.47K | 0.18% | 89 |
|
|
2020
Q4 | $287K | Buy |
+1,049
| New | +$287K | 0.18% | 83 |
|