Forum Financial Management’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
$28.3M Sell
38,354
-889
-2% -$656K 0.43% 19
2025
Q1
$22.6M Sell
39,243
-119
-0.3% -$68.6K 0.37% 19
2024
Q4
$23M Sell
39,362
-62
-0.2% -$36.3K 0.38% 22
2024
Q3
$22.6M Sell
39,424
-1,716
-4% -$982K 0.38% 18
2024
Q2
$20.7M Sell
41,140
-183
-0.4% -$92.3K 0.38% 20
2024
Q1
$20.1M Buy
41,323
+11
+0% +$5.34K 0.34% 19
2023
Q4
$14.6M Buy
41,312
+171
+0.4% +$60.5K 0.28% 26
2023
Q3
$12.4M Buy
41,141
+295
+0.7% +$88.6K 0.27% 23
2023
Q2
$11.7M Buy
40,846
+98
+0.2% +$28.1K 0.26% 23
2023
Q1
$8.64M Buy
40,748
+4,907
+14% +$1.04M 0.25% 25
2022
Q4
$4.31M Sell
35,841
-7,471
-17% -$899K 0.14% 39
2022
Q3
$5.88M Buy
43,312
+10,600
+32% +$1.44M 0.28% 27
2022
Q2
$5.28M Buy
32,712
+716
+2% +$115K 0.27% 25
2022
Q1
$7.11M Buy
31,996
+1,285
+4% +$286K 0.34% 15
2021
Q4
$10.3M Buy
+30,711
New +$10.3M 0.53% 12