Edge 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 | $334K | Sell |
452
-250
| -36% | -$185K | 0.06% | 57 |
|
|
2025
Q1 | $405K | Buy |
702
+250
| +55% | +$144K | 0.08% | 53 |
|
|
2024
Q4 | $265K | Hold |
452
| – | – | 0.05% | 63 |
|
|
2024
Q3 | $259K | Hold |
452
| – | – | 0.05% | 66 |
|
|
2024
Q2 | $228K | Sell |
452
-250
| -36% | -$126K | 0.05% | 64 |
|
|
2024
Q1 | $341K | Sell |
702
-28
| -4% | -$13.6K | 0.07% | 58 |
|
|
2023
Q4 | $258K | Buy |
730
+28
| +4% | +$9.91K | 0.06% | 63 |
|
|
2023
Q3 | $211K | Sell |
702
-1,000
| -59% | -$300K | 0.05% | 66 |
|
|
2023
Q2 | $488K | Hold |
1,702
| – | – | 0.11% | 53 |
|
|
2023
Q1 | $361K | Sell |
1,702
-280
| -14% | -$59.4K | 0.08% | 55 |
|
|
2022
Q4 | $236K | Buy |
1,982
+500
| +34% | +$59.5K | 0.05% | 68 |
|
|
2022
Q3 | $204K | Hold |
1,482
| – | – | 0.05% | 70 |
|
|
2022
Q2 | $239K | Hold |
1,482
| – | – | 0.05% | 69 |
|
|
2022
Q1 | $330K | Hold |
1,482
| – | – | 0.07% | 67 |
|
|
2021
Q4 | $498K | Sell |
1,482
-10,007
| -87% | -$3.36M | 0.09% | 65 |
|
|
2021
Q3 | $3.9M | Sell |
11,489
-59
| -0.5% | -$20K | 0.76% | 30 |
|
|
2021
Q2 | $4.03M | Sell |
11,548
-250
| -2% | -$87.1K | 0.82% | 30 |
|
|
2021
Q1 | $3.48M | Buy |
11,798
+1,256
| +12% | +$370K | 0.74% | 35 |
|
|
2020
Q4 | $2.87M | Sell |
10,542
-235
| -2% | -$64K | 0.65% | 39 |
|
|
2020
Q3 | $2.82M | Sell |
10,777
-4,191
| -28% | -$1.1M | 0.65% | 40 |
|
|
2020
Q2 | $3.4M | Buy |
14,968
+5,739
| +62% | +$1.3M | 0.64% | 43 |
|
|
2020
Q1 | $1.56M | Buy |
9,229
+3,569
| +63% | +$604K | 0.34% | 50 |
|
|
2019
Q4 | $1.16M | Sell |
5,660
-2,566
| -31% | -$525K | 0.23% | 64 |
|
|
2019
Q3 | $1.46M | Buy |
8,226
+1,948
| +31% | +$347K | 0.34% | 53 |
|
|
2019
Q2 | $1.21M | Sell |
6,278
-508
| -7% | -$97.7K | 0.27% | 59 |
|
|
2019
Q1 | $1.13M | Sell |
6,786
-178
| -3% | -$29.6K | 0.28% | 61 |
|
|
2018
Q4 | $913K | Sell |
6,964
-3,243
| -32% | -$425K | 0.26% | 60 |
|
|
2018
Q3 | $1.68M | Buy |
10,207
+1,073
| +12% | +$177K | 0.4% | 39 |
|
|
2018
Q2 | $1.78M | Sell |
9,134
-2,456
| -21% | -$477K | 0.45% | 39 |
|
|
2018
Q1 | $1.85M | Buy |
11,590
+4,452
| +62% | +$711K | 0.49% | 42 |
|
|
2017
Q4 | $1.26M | Sell |
7,138
-151
| -2% | -$26.7K | 0.36% | 48 |
|
|
2017
Q3 | $1.24M | Sell |
7,289
-469
| -6% | -$80K | 0.38% | 44 |
|
|
2017
Q2 | $1.16M | Buy |
7,758
+261
| +3% | +$39.2K | 0.37% | 44 |
|
|
2017
Q1 | $1.07M | Sell |
7,497
-820
| -10% | -$117K | 0.37% | 44 |
|
|
2016
Q4 | $957K | Sell |
8,317
-340
| -4% | -$39.1K | 0.36% | 52 |
|
|
2016
Q3 | $1.11M | Buy |
8,657
+195
| +2% | +$25K | 0.47% | 41 |
|
|
2016
Q2 | $967K | Buy |
8,462
+5
| +0.1% | +$571 | 0.4% | 42 |
|
|
2016
Q1 | $965K | Buy |
8,457
+5
| +0.1% | +$571 | 0.44% | 43 |
|
|
2015
Q4 | $890K | Hold |
8,452
| – | – | 0.34% | 55 |
|
|
2015
Q3 | $751K | Buy |
8,452
+180
| +2% | +$16K | 0.28% | 56 |
|
|
2015
Q2 | $713K | Hold |
8,272
| – | – | 0.24% | 56 |
|
|
2015
Q1 | $685K | Hold |
8,272
| – | – | 0.23% | 58 |
|
|
2014
Q4 | $648K | Buy |
8,272
+2,500
| +43% | +$196K | 0.24% | 55 |
|
|
2014
Q3 | $454K | Hold |
5,772
| – | – | 0.17% | 63 |
|
|
2014
Q2 | $390K | Buy |
5,772
+500
| +9% | +$33.8K | 0.16% | 75 |
|
|
2014
Q1 | $318K | Hold |
5,272
| – | – | 0.13% | 81 |
|
|
2013
Q4 | $288K | Sell |
5,272
-11,400
| -68% | -$623K | 0.13% | 79 |
|
|
2013
Q3 | $838K | Buy |
16,672
+4,925
| +42% | +$248K | 0.51% | 38 |
|
|
2013
Q2 | $292K | Buy |
+11,747
| New | +$292K | 0.2% | 52 |
|