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 |
|