ERTS Wealth 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 | – | Sell |
-1,694
| Closed | -$976K | – | 66 |
|
|
2025
Q1 | $976K | Sell |
1,694
-21
| -1% | -$12.1K | 0.19% | 30 |
|
|
2024
Q4 | $1M | Sell |
1,715
-28
| -2% | -$16.4K | 0.19% | 33 |
|
|
2024
Q3 | $998K | Buy |
1,743
+19
| +1% | +$10.9K | 0.19% | 33 |
|
|
2024
Q2 | $869K | Sell |
1,724
-15
| -0.9% | -$7.56K | 0.17% | 34 |
|
|
2024
Q1 | $844K | Sell |
1,739
-30
| -2% | -$14.6K | 0.17% | 33 |
|
|
2023
Q4 | $626K | Buy |
1,769
+32
| +2% | +$11.3K | 0.14% | 35 |
|
|
2023
Q3 | $521K | Buy |
1,737
+90
| +5% | +$27K | 0.13% | 39 |
|
|
2023
Q2 | $473K | Sell |
1,647
-67
| -4% | -$19.2K | 0.11% | 49 |
|
|
2023
Q1 | $363K | Sell |
1,714
-211
| -11% | -$44.7K | 0.09% | 60 |
|
|
2022
Q4 | $232K | Sell |
1,925
-77
| -4% | -$9.27K | 0.06% | 87 |
|
|
2022
Q3 | $272K | Buy |
2,002
+11
| +0.6% | +$1.5K | 0.08% | 73 |
|
|
2022
Q2 | $321K | Buy |
1,991
+110
| +6% | +$17.7K | 0.09% | 65 |
|
|
2022
Q1 | $418K | Buy |
1,881
+5
| +0.3% | +$1.11K | 0.12% | 52 |
|
|
2021
Q4 | $631K | Sell |
1,876
-156
| -8% | -$52.5K | 0.15% | 44 |
|
|
2021
Q3 | $690K | Buy |
2,032
+80
| +4% | +$27.2K | 0.18% | 37 |
|
|
2021
Q2 | $679K | Sell |
1,952
-61
| -3% | -$21.2K | 0.18% | 42 |
|
|
2021
Q1 | $593K | Sell |
2,013
-92
| -4% | -$27.1K | 0.18% | 45 |
|
|
2020
Q4 | $575K | Sell |
2,105
-60
| -3% | -$16.4K | 0.19% | 42 |
|
|
2020
Q3 | $567K | Sell |
2,165
-60
| -3% | -$15.7K | 0.21% | 39 |
|
|
2020
Q2 | $505K | Sell |
2,225
-76
| -3% | -$17.2K | 0.2% | 39 |
|
|
2020
Q1 | $384K | Sell |
2,301
-110
| -5% | -$18.4K | 0.19% | 57 |
|
|
2019
Q4 | $495K | Sell |
2,411
-70
| -3% | -$14.4K | 0.22% | 44 |
|
|
2019
Q3 | $442K | Sell |
2,481
-515
| -17% | -$91.7K | 0.22% | 44 |
|
|
2019
Q2 | $578K | Sell |
2,996
-100
| -3% | -$19.3K | 0.32% | 41 |
|
|
2019
Q1 | $516K | Buy |
3,096
+222
| +8% | +$37K | 0.31% | 40 |
|
|
2018
Q4 | $377K | Buy |
+2,874
| New | +$377K | 0.27% | 48 |
|