Evernest Financial 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 | $1.99M | Buy |
2,694
+415
| +18% | +$306K | 0.64% | 34 |
|
|
2025
Q1 | $1.31M | Buy |
2,279
+689
| +43% | +$397K | 0.47% | 44 |
|
|
2024
Q4 | $931K | Buy |
1,590
+47
| +3% | +$27.5K | 0.24% | 71 |
|
|
2024
Q3 | $883K | Buy |
1,543
+184
| +14% | +$105K | 0.24% | 70 |
|
|
2024
Q2 | $685K | Hold |
1,359
| – | – | 0.31% | 70 |
|
|
2024
Q1 | $654K | Buy |
1,359
+160
| +13% | +$77K | 0.31% | 72 |
|
|
2023
Q4 | $424K | Buy |
+1,199
| New | +$424K | 0.22% | 93 |
|
|
2021
Q4 | $536K | Buy |
+1,146
| New | +$536K | 0.28% | 77 |
|