GeoWealth 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 | $12.3M | Sell |
16,729
-1,166
| -7% | -$861K | 0.48% | 32 |
|
|
2025
Q1 | $10.3M | Sell |
17,895
-2,740
| -13% | -$1.58M | 0.41% | 39 |
|
|
2024
Q4 | $12.1M | Buy |
20,635
+2,231
| +12% | +$1.31M | 0.4% | 47 |
|
|
2024
Q3 | $10.5M | Sell |
18,404
-174
| -0.9% | -$99.6K | 0.37% | 49 |
|
|
2024
Q2 | $9.37M | Buy |
18,578
+1,022
| +6% | +$515K | 0.41% | 38 |
|
|
2024
Q1 | $8.52M | Buy |
17,556
+5,728
| +48% | +$2.78M | 0.33% | 61 |
|
|
2023
Q4 | $4.19M | Buy |
11,828
+11,446
| +2,996% | +$4.05M | 0.35% | 71 |
|
|
2023
Q3 | $115K | Buy |
382
+313
| +454% | +$94.2K | 0.01% | 323 |
|
|
2023
Q2 | $20K | Sell |
69
-158
| -70% | -$45.8K | ﹤0.01% | 370 |
|
|
2023
Q1 | $48K | Buy |
+227
| New | +$48K | 0.01% | 291 |
|
|
2022
Q4 | – | Sell |
-416
| Closed | -$56K | – | 381 |
|
|
2022
Q3 | $56K | Sell |
416
-1,500
| -78% | -$202K | 0.01% | 287 |
|
|
2022
Q2 | $309K | Sell |
1,916
-428
| -18% | -$69K | 0.04% | 205 |
|
|
2022
Q1 | $521K | Buy |
2,344
+1,532
| +189% | +$341K | 0.05% | 201 |
|
|
2021
Q4 | $272K | Buy |
812
+117
| +17% | +$39.2K | 0.02% | 253 |
|
|
2021
Q3 | $236K | Buy |
695
+181
| +35% | +$61.5K | 0.02% | 278 |
|
|
2021
Q2 | $178K | Sell |
514
-370
| -42% | -$128K | 0.02% | 200 |
|
|
2021
Q1 | $261K | Buy |
884
+341
| +63% | +$101K | 0.04% | 168 |
|
|
2020
Q4 | $147K | Buy |
+543
| New | +$147K | 0.02% | 191 |
|
|
2020
Q3 | – | Sell |
-1,101
| Closed | -$250K | – | 179 |
|
|
2020
Q2 | $250K | Buy |
+1,101
| New | +$250K | 0.1% | 136 |
|
|
2020
Q1 | – | Sell |
-1,005
| Closed | -$207K | – | 111 |
|
|
2019
Q4 | $207K | Sell |
1,005
-827
| -45% | -$170K | 0.11% | 96 |
|
|
2019
Q3 | $327K | Buy |
+1,832
| New | +$327K | 0.07% | 140 |
|