Eads & Heald Wealth Management’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
$1.53M Sell
2,077
-126
-6% -$93K 0.76% 54
2025
Q1
$1.27M Sell
2,203
-167
-7% -$96.3K 0.65% 68
2024
Q4
$1.39M Sell
2,370
-78
-3% -$45.7K 0.68% 67
2024
Q3
$1.4M Sell
2,448
-137
-5% -$78.4K 0.66% 68
2024
Q2
$1.3M Sell
2,585
-164
-6% -$82.7K 0.63% 72
2024
Q1
$1.34M Sell
2,749
-697
-20% -$338K 0.62% 79
2023
Q4
$1.22M Sell
3,446
-127
-4% -$45K 0.59% 81
2023
Q3
$1.07M Sell
3,573
-25
-0.7% -$7.51K 0.56% 81
2023
Q2
$1.03M Sell
3,598
-302
-8% -$86.7K 0.51% 84
2023
Q1
$827K Sell
3,900
-43
-1% -$9.12K 0.41% 93
2022
Q4
$475K Sell
3,943
-1,538
-28% -$185K 0.24% 112
2022
Q3
$744K Sell
5,481
-159
-3% -$21.6K 0.42% 94
2022
Q2
$909K Buy
5,640
+28
+0.5% +$4.51K 0.49% 84
2022
Q1
$1.25M Buy
5,612
+26
+0.5% +$5.78K 0.58% 78
2021
Q4
$1.88M Sell
5,586
-101
-2% -$34K 0.82% 59
2021
Q3
$1.93M Sell
5,687
-93
-2% -$31.6K 0.93% 49
2021
Q2
$2.01M Sell
5,780
-447
-7% -$155K 0.98% 46
2021
Q1
$1.83M Sell
6,227
-127
-2% -$37.4K 0.94% 51
2020
Q4
$1.74M Sell
6,354
-137
-2% -$37.4K 0.94% 50
2020
Q3
$1.7M Sell
6,491
-426
-6% -$112K 1.02% 44
2020
Q2
$1.57M Sell
6,917
-210
-3% -$47.7K 0.95% 51
2020
Q1
$1.19M Sell
7,127
-134
-2% -$22.4K 0.84% 57
2019
Q4
$1.49M Buy
7,261
+70
+1% +$14.4K 0.79% 62
2019
Q3
$1.28M Sell
7,191
-4,438
-38% -$791K 0.72% 65
2019
Q2
$2.24M Sell
11,629
-331
-3% -$63.9K 1.27% 24
2019
Q1
$1.99M Buy
11,960
+62
+0.5% +$10.3K 1.15% 35
2018
Q4
$1.56M Sell
11,898
-266
-2% -$34.9K 1.04% 47
2018
Q3
$2M Sell
12,164
-136
-1% -$22.4K 1.15% 37
2018
Q2
$2.39M Sell
12,300
-666
-5% -$129K 1.47% 10
2018
Q1
$2.07M Sell
12,966
-1,030
-7% -$165K 1.31% 19
2017
Q4
$2.47M Sell
13,996
-913
-6% -$161K 1.46% 7
2017
Q3
$2.55M Sell
14,909
-619
-4% -$106K 1.58% 2
2017
Q2
$2.34M Sell
15,528
-924
-6% -$139K 1.5% 3
2017
Q1
$2.34M Buy
16,452
+1,309
+9% +$186K 1.51% 3
2016
Q4
$1.74M Buy
15,143
+6,294
+71% +$724K 1.19% 32
2016
Q3
$1.14M Sell
8,849
-99
-1% -$12.7K 0.78% 65
2016
Q2
$1.02M Buy
8,948
+2,054
+30% +$235K 0.7% 66
2016
Q1
$787K Buy
6,894
+733
+12% +$83.7K 0.54% 80
2015
Q4
$645K Buy
6,161
+490
+9% +$51.3K 0.45% 90
2015
Q3
$510K Buy
+5,671
New +$510K 0.36% 103