Fiduciary Planning’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 | $2.56M | Sell |
3,472
-190
| -5% | -$140K | 0.85% | 24 |
|
|
2025
Q1 | $2.11M | Buy |
3,662
+400
| +12% | +$231K | 0.7% | 25 |
|
|
2024
Q4 | $1.91M | Buy |
3,262
+1,953
| +149% | +$1.14M | 0.62% | 30 |
|
|
2024
Q3 | $750K | Buy |
1,309
+134
| +11% | +$76.7K | 0.25% | 39 |
|
|
2024
Q2 | $592K | Sell |
1,175
-274
| -19% | -$138K | 0.21% | 41 |
|
|
2024
Q1 | $704K | Buy |
1,449
+535
| +59% | +$260K | 0.27% | 36 |
|
|
2023
Q4 | $324K | Buy |
+914
| New | +$324K | 0.14% | 44 |
|
|
2021
Q4 | – | Sell |
-836
| Closed | -$284K | – | 55 |
|
|
2021
Q3 | $284K | Buy |
+836
| New | +$284K | 0.15% | 58 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$15K | – | 181 |
|
|
2021
Q1 | $15K | Sell |
50
-1
| -2% | -$300 | 0.02% | 131 |
|
|
2020
Q4 | $14K | Hold |
51
| – | – | 0.02% | 131 |
|
|
2020
Q3 | $13K | Buy |
+51
| New | +$13K | 0.02% | 98 |
|