FSA
Fort Sheridan Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
15,276
+94
| +0.6% | +$69.4K | 1.61% | 13 |
|
|
2025
Q1 | $8.75M | Buy |
15,182
+170
| +1% | +$98K | 1.33% | 16 |
|
|
2024
Q4 | $8.79M | Buy |
15,012
+753
| +5% | +$441K | 1.28% | 15 |
|
|
2024
Q3 | $8.16M | Buy |
14,259
+805
| +6% | +$461K | 1.24% | 17 |
|
|
2024
Q2 | $6.78M | Buy |
13,454
+630
| +5% | +$318K | 1.1% | 20 |
|
|
2024
Q1 | $6.23M | Buy |
12,824
+352
| +3% | +$171K | 1.17% | 21 |
|
|
2023
Q4 | $4.41M | Buy |
12,472
+521
| +4% | +$184K | 0.88% | 23 |
|
|
2023
Q3 | $3.59M | Buy |
11,951
+1,169
| +11% | +$351K | 0.81% | 24 |
|
|
2023
Q2 | $3.09M | Buy |
10,782
+767
| +8% | +$220K | 0.71% | 28 |
|
|
2023
Q1 | $2.12M | Buy |
10,015
+273
| +3% | +$57.9K | 0.54% | 36 |
|
|
2022
Q4 | $1.17M | Sell |
9,742
-972
| -9% | -$117K | 0.38% | 47 |
|
|
2022
Q3 | $1.45M | Buy |
10,714
+1,466
| +16% | +$199K | 0.49% | 38 |
|
|
2022
Q2 | $1.49M | Buy |
9,248
+786
| +9% | +$127K | 0.48% | 37 |
|
|
2022
Q1 | $1.88M | Buy |
8,462
+1,359
| +19% | +$302K | 0.55% | 34 |
|
|
2021
Q4 | $2.39M | Sell |
7,103
-255
| -3% | -$85.8K | 0.69% | 32 |
|
|
2021
Q3 | $2.5M | Sell |
7,358
-68
| -0.9% | -$23.1K | 0.82% | 26 |
|
|
2021
Q2 | $2.58M | Hold |
7,426
| – | – | 0.86% | 24 |
|
|
2021
Q1 | $2.19M | Buy |
7,426
+1,100
| +17% | +$324K | 0.87% | 25 |
|
|
2020
Q4 | $1.73M | Buy |
6,326
+60
| +1% | +$16.4K | 0.84% | 23 |
|
|
2020
Q3 | $1.64M | Sell |
6,266
-750
| -11% | -$196K | 0.97% | 22 |
|
|
2020
Q2 | $1.59M | Buy |
7,016
+92
| +1% | +$20.9K | 0.98% | 21 |
|
|
2020
Q1 | $1.16M | Buy |
6,924
+547
| +9% | +$91.2K | 0.85% | 21 |
|
|
2019
Q4 | $1.31M | Buy |
6,377
+100
| +2% | +$20.5K | 0.7% | 23 |
|
|
2019
Q3 | $1.12M | Hold |
6,277
| – | – | 0.63% | 26 |
|
|
2019
Q2 | $1.21M | Sell |
6,277
-450
| -7% | -$86.8K | 0.7% | 24 |
|
|
2019
Q1 | $1.12M | Sell |
6,727
-230
| -3% | -$38.3K | 0.73% | 23 |
|
|
2018
Q4 | $912K | Buy |
+6,957
| New | +$912K | 0.65% | 24 |
|