Evergreen 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 | $6.73M | Buy |
9,122
+74
| +0.8% | +$54.6K | 3.78% | 9 |
|
|
2025
Q1 | $5.22M | Sell |
9,048
-1,552
| -15% | -$895K | 3.11% | 10 |
|
|
2024
Q4 | $6.21M | Sell |
10,600
-201
| -2% | -$118K | 3.67% | 9 |
|
|
2024
Q3 | $6.18M | Sell |
10,801
-1,403
| -11% | -$803K | 3.72% | 8 |
|
|
2024
Q2 | $6.15M | Hold |
12,204
| – | – | 4.08% | 6 |
|
|
2024
Q1 | $5.93M | Hold |
12,204
| – | – | 4.01% | 7 |
|
|
2023
Q4 | $4.32M | Sell |
12,204
-1,412
| -10% | -$500K | 3.18% | 8 |
|
|
2023
Q3 | $4.09M | Sell |
13,616
-1,653
| -11% | -$496K | 3.23% | 9 |
|
|
2023
Q2 | $4.38M | Sell |
15,269
-4,069
| -21% | -$1.17M | 3.43% | 6 |
|
|
2023
Q1 | $4.1M | Buy |
19,338
+148
| +0.8% | +$31.4K | 3.64% | 5 |
|
|
2022
Q4 | $2.31M | Buy |
+19,190
| New | +$2.31M | 2.12% | 16 |
|