Elevated Capital 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 | $1.04M | Hold |
1,806
| – | – | 0.29% | 89 |
|
|
2025
Q1 | $1.04M | Sell |
1,806
-133
| -7% | -$76.7K | 0.29% | 89 |
|
|
2024
Q4 | $1.14M | Buy |
1,939
+647
| +50% | +$379K | 0.31% | 85 |
|
|
2024
Q3 | $740K | Buy |
1,292
+743
| +135% | +$425K | 0.2% | 157 |
|
|
2024
Q2 | $277K | Sell |
549
-23
| -4% | -$11.6K | 0.08% | 204 |
|
|
2024
Q1 | $278K | Sell |
572
-38
| -6% | -$18.5K | 0.08% | 161 |
|
|
2023
Q4 | $216K | Sell |
610
-103
| -14% | -$36.5K | 0.07% | 170 |
|
|
2023
Q3 | $214K | Sell |
713
-28
| -4% | -$8.41K | 0.07% | 165 |
|
|
2023
Q2 | $213K | Buy |
+741
| New | +$213K | 0.07% | 174 |
|
|
2022
Q4 | – | Sell |
-5,245
| Closed | -$712K | – | 164 |
|
|
2022
Q3 | $712K | Buy |
+5,245
| New | +$712K | 0.28% | 109 |
|
|
2022
Q1 | $1.55M | Buy |
+6,990
| New | +$1.55M | 0.51% | 56 |
|
|
2021
Q3 | $2.03M | Buy |
+5,972
| New | +$2.03M | 0.7% | 38 |
|
|
2021
Q1 | $1.7M | Buy |
5,612
+824
| +17% | +$249K | 0.66% | 44 |
|
|
2020
Q4 | $1.31M | Buy |
4,788
+508
| +12% | +$139K | 0.57% | 51 |
|
|
2020
Q3 | $1.17M | Sell |
4,280
-453
| -10% | -$123K | 0.55% | 54 |
|
|
2020
Q2 | $1.43M | Buy |
+4,733
| New | +$1.43M | 0.67% | 46 |
|
|
2019
Q4 | $266K | Buy |
+1,296
| New | +$266K | 0.3% | 93 |
|
|
2019
Q1 | $604K | Buy |
+3,414
| New | +$604K | 0.4% | 90 |
|