Everhart Financial Group’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 | $13.2M | Buy |
17,862
+276
| +2% | +$204K | 1.52% | 10 |
|
|
2025
Q1 | $10.1M | Buy |
17,586
+586
| +3% | +$338K | 1.39% | 11 |
|
|
2024
Q4 | $9.95M | Buy |
17,000
+4,124
| +32% | +$2.41M | 2.05% | 10 |
|
|
2024
Q3 | $7.37M | Buy |
12,876
+1,507
| +13% | +$863K | 1.63% | 10 |
|
|
2024
Q2 | $5.73M | Buy |
11,369
+1,151
| +11% | +$580K | 1.49% | 10 |
|
|
2024
Q1 | $4.96M | Buy |
10,218
+878
| +9% | +$426K | 1.44% | 10 |
|
|
2023
Q4 | $3.31M | Buy |
9,340
+609
| +7% | +$216K | 1.17% | 17 |
|
|
2023
Q3 | $2.46M | Buy |
8,731
+533
| +7% | +$150K | 1.04% | 25 |
|
|
2023
Q2 | $2.2M | Buy |
8,198
+377
| +5% | +$101K | 0.91% | 25 |
|
|
2023
Q1 | $1.66M | Buy |
7,821
+2,863
| +58% | +$607K | 0.74% | 29 |
|
|
2022
Q4 | $597K | Buy |
4,958
+800
| +19% | +$96.3K | 0.3% | 74 |
|
|
2022
Q3 | $564K | Buy |
4,158
+1,827
| +78% | +$248K | 0.31% | 64 |
|
|
2022
Q2 | $376K | Sell |
2,331
-709
| -23% | -$114K | 0.23% | 104 |
|
|
2022
Q1 | $676K | Sell |
3,040
-263
| -8% | -$58.5K | 0.39% | 53 |
|
|
2021
Q4 | $1.11M | Sell |
3,303
-52
| -2% | -$17.5K | 0.67% | 36 |
|
|
2021
Q3 | $1.14M | Buy |
3,355
+415
| +14% | +$141K | 0.78% | 30 |
|
|
2021
Q2 | $1.02M | Buy |
2,940
+1,851
| +170% | +$643K | 0.7% | 33 |
|
|
2021
Q1 | $321K | Buy |
1,089
+81
| +8% | +$23.9K | 0.28% | 58 |
|
|
2020
Q4 | $276K | Buy |
+1,008
| New | +$276K | 0.25% | 61 |
|