Frisch Financial Group’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 Q1	$3.62M	Buy	6,320 +125	+2%	+$80.1K	0.76%	29
2025 Q4	$4.09M	Buy	6,195 +9	+0.1%	+$6.01K	0.92%	28
2025 Q3	$4.54M	Sell	6,186 -120	-2%	-$89.3K	1.06%	23
2025 Q2	$4.65M	Buy	6,306 +1,777	+39%	+$1.1M	1.14%	24
2025 Q1	$2.61M	Sell	4,529 -34	-0.7%	-$21.9K	0.73%	28
2024 Q4	$2.67M	Sell	4,563 -153	-3%	-$89.8K	0.81%	28
2024 Q3	$2.7M	Sell	4,716 -152	-3%	-$78.2K	0.81%	27
2024 Q2	$2.46M	Sell	4,868 -111	-2%	-$54K	0.74%	25
2024 Q1	$2.42M	Sell	4,979 -344	-6%	-$153K	0.8%	26
2023 Q4	$1.88M	Sell	5,323 -26	-0.5%	-$8.47K	0.71%	28
2023 Q3	$1.61M	Sell	5,349 -248	-4%	-$74.7K	0.65%	31
2023 Q2	$1.6M	Sell	5,597 -208	-4%	-$51.3K	0.77%	26
2023 Q1	$1.23M	Sell	5,805 -13	-0.2%	-$2.21K	0.48%	41
2022 Q4	$700K	Sell	5,818 -24	-0.4%	-$2.82K	0.26%	56
2022 Q3	$793K	Hold	5,842	–	–	0.34%	45
2022 Q2	$942K	Sell	5,842 -1,162	-17%	-$224K	0.36%	44
2022 Q1	$1.56M	Buy	7,004 +31	+0.4%	+$7.75K	0.5%	42
2021 Q4	$2.3M	Buy	6,973 +1,787	+34%	+$593K	0.72%	35
2021 Q3	$1.76M	Sell	5,186 -5	-0.1%	-$1.8K	0.59%	38
2021 Q2	$1.8M	Sell	5,191 -172	-3%	-$55.2K	0.57%	39
2021 Q1	$1.58M	Sell	5,363 -149	-3%	-$40.1K	0.53%	39
2020 Q4	$1.5M	Buy	5,512 +350	+7%	+$95.9K	0.55%	32
2020 Q3	$1.35M	Buy	5,162 +377	+8%	+$97.2K	0.59%	29
2020 Q2	$1.09M	Buy	4,785 +68	+1%	+$14.2K	0.51%	29
2020 Q1	$786K	Sell	4,717 -449	-9%	-$87.9K	0.46%	36
2019 Q4	$1.06M	Sell	5,166 -24	-0.5%	-$4.65K	0.5%	34
2019 Q3	$924K	Buy	5,190 +142	+3%	+$27K	0.56%	32
2019 Q2	$974K	Sell	5,048 -348	-6%	-$63.6K	0.65%	27
2019 Q1	$899K	Buy	5,396 +616	+13%	+$98K	0.55%	34
2018 Q4	$627K	Buy	+4,780	New	+$692K	0.44%	50