Fortis 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
$609K Sell
825
-59
-7% -$43.5K 0.39% 50
2025
Q1
$510K Buy
884
+75
+9% +$43.2K 0.33% 59
2024
Q4
$474K Sell
809
-27
-3% -$15.8K 0.31% 60
2024
Q3
$479K Sell
836
-38
-4% -$21.8K 0.31% 56
2024
Q2
$441K Sell
874
-150
-15% -$75.6K 0.31% 54
2024
Q1
$497K Hold
1,024
0.33% 46
2023
Q4
$362K Buy
1,024
+85
+9% +$30.1K 0.26% 62
2023
Q3
$282K Buy
939
+27
+3% +$8.11K 0.21% 75
2023
Q2
$262K Sell
912
-327
-26% -$93.8K 0.19% 75
2023
Q1
$263K Hold
1,239
0.17% 77
2022
Q4
$149K Hold
1,239
0.11% 93
2022
Q3
$168K Sell
1,239
-594
-32% -$80.5K 0.12% 95
2022
Q2
$296K Sell
1,833
-281
-13% -$45.4K 0.2% 73
2022
Q1
$470K Sell
2,114
-312
-13% -$69.4K 0.26% 54
2021
Q4
$816K Hold
2,426
0.47% 37
2021
Q3
$823K Buy
2,426
+129
+6% +$43.8K 0.5% 37
2021
Q2
$799K Sell
2,297
-252
-10% -$87.7K 0.46% 43
2021
Q1
$751K Buy
2,549
+639
+33% +$188K 0.53% 39
2020
Q4
$522K Hold
1,910
0.46% 35
2020
Q3
$500K Hold
1,910
0.47% 30
2020
Q2
$434K Buy
1,910
+69
+4% +$15.7K 0.43% 37
2020
Q1
$307K Sell
1,841
-719
-28% -$120K 0.21% 50
2019
Q4
$525K Sell
2,560
-3
-0.1% -$615 0.32% 46
2019
Q3
$454K Hold
2,563
0.21% 49
2019
Q2
$495K Hold
2,563
0.24% 51
2019
Q1
$427K Sell
2,563
-39
-1% -$6.5K 0.22% 49
2018
Q4
$341K Hold
2,602
0.21% 51
2018
Q3
$428K Buy
2,602
+56
+2% +$9.21K 0.24% 45
2018
Q2
$498K Hold
2,546
0.29% 41
2018
Q1
$405K Buy
2,546
+168
+7% +$26.7K 0.22% 42
2017
Q4
$561K Buy
2,378
+57
+2% +$13.4K 0.34% 32
2017
Q3
$397K Sell
2,321
-216
-9% -$36.9K 0.28% 33
2017
Q2
$383K Sell
2,537
-44
-2% -$6.64K 0.3% 39
2017
Q1
$367K Buy
+2,581
New +$367K 0.33% 36