FWP
Falcon Wealth Planning’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
4,757
+387
| +9% | +$286K | 0.35% | 32 |
|
|
2025
Q1 | $2.52M | Buy |
4,370
+169
| +4% | +$97.4K | 0.28% | 38 |
|
|
2024
Q4 | $2.46M | Sell |
4,201
-136
| -3% | -$79.6K | 0.27% | 45 |
|
|
2024
Q3 | $2.48M | Sell |
4,337
-18
| -0.4% | -$10.3K | 0.29% | 38 |
|
|
2024
Q2 | $2.2M | Buy |
4,355
+306
| +8% | +$154K | 0.29% | 36 |
|
|
2024
Q1 | $1.97M | Sell |
4,049
-58
| -1% | -$28.2K | 0.31% | 40 |
|
|
2023
Q4 | $1.45M | Buy |
4,107
+274
| +7% | +$97K | 0.25% | 44 |
|
|
2023
Q3 | $1.15M | Buy |
3,833
+689
| +22% | +$207K | 0.25% | 38 |
|
|
2023
Q2 | $902K | Buy |
3,144
+199
| +7% | +$57.1K | 0.2% | 44 |
|
|
2023
Q1 | $624K | Sell |
2,945
-50
| -2% | -$10.6K | 0.16% | 46 |
|
|
2022
Q4 | $360K | Buy |
2,995
+308
| +11% | +$37.1K | 0.1% | 64 |
|
|
2022
Q3 | $365K | Buy |
2,687
+454
| +20% | +$61.7K | 0.12% | 61 |
|
|
2022
Q2 | $360K | Sell |
2,233
-68
| -3% | -$11K | 0.12% | 61 |
|
|
2022
Q1 | $512K | Buy |
2,301
+159
| +7% | +$35.4K | 0.16% | 50 |
|
|
2021
Q4 | $720K | Buy |
2,142
+203
| +10% | +$68.2K | 0.24% | 36 |
|
|
2021
Q3 | $658K | Buy |
1,939
+110
| +6% | +$37.3K | 0.25% | 36 |
|
|
2021
Q2 | $636K | Sell |
1,829
-55
| -3% | -$19.1K | 0.27% | 32 |
|
|
2021
Q1 | $555K | Hold |
1,884
| – | – | 0.27% | 35 |
|
|
2020
Q4 | $515K | Buy |
+1,884
| New | +$515K | 0.29% | 33 |
|