Falcon Wealth Planning’s Meta Platforms (Facebook) META Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.02M	Sell	5,355 -271	-5%	-$166K	0.19%	48
2026 Q1	$3.22M	Buy	5,626 +89	+2%	+$57K	0.22%	39
2025 Q4	$3.65M	Buy	5,537 +541	+11%	+$361K	0.31%	32
2025 Q3	$3.67M	Buy	4,996 +239	+5%	+$178K	0.33%	31
2025 Q2	$3.51M	Buy	4,757 +387	+9%	+$239K	0.35%	32
2025 Q1	$2.52M	Buy	4,370 +169	+4%	+$109K	0.28%	38
2024 Q4	$2.46M	Sell	4,201 -136	-3%	-$79.8K	0.27%	45
2024 Q3	$2.48M	Sell	4,337 -18	-0.4%	-$9.26K	0.29%	38
2024 Q2	$2.2M	Buy	4,355 +306	+8%	+$149K	0.29%	36
2024 Q1	$1.97M	Sell	4,049 -58	-1%	-$25.9K	0.31%	40
2023 Q4	$1.45M	Buy	4,107 +274	+7%	+$89.2K	0.25%	44
2023 Q3	$1.15M	Buy	3,833 +689	+22%	+$208K	0.25%	38
2023 Q2	$902K	Buy	3,144 +199	+7%	+$49.1K	0.2%	44
2023 Q1	$624K	Sell	2,945 -50	-2%	-$8.52K	0.16%	46
2022 Q4	$360K	Buy	2,995 +308	+11%	+$36.2K	0.1%	64
2022 Q3	$365K	Buy	2,687 +454	+20%	+$73.6K	0.12%	61
2022 Q2	$360K	Sell	2,233 -68	-3%	-$13.1K	0.12%	61
2022 Q1	$512K	Buy	2,301 +159	+7%	+$39.7K	0.16%	50
2021 Q4	$720K	Buy	2,142 +203	+10%	+$67.4K	0.24%	36
2021 Q3	$658K	Buy	1,939 +110	+6%	+$39.6K	0.25%	36
2021 Q2	$636K	Sell	1,829 -55	-3%	-$17.6K	0.27%	32
2021 Q1	$555K	Hold	1,884	–	–	0.27%	35
2020 Q4	$515K	Buy	+1,884	New	+$516K	0.29%	33