GoalVest Advisory’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 | $382K | Buy |
517
+136
| +36% | +$100K | 0.09% | 95 |
|
|
2025
Q1 | $220K | Buy |
381
+179
| +89% | +$103K | 0.06% | 111 |
|
|
2024
Q4 | $118K | Sell |
202
-151
| -43% | -$88.4K | 0.03% | 140 |
|
|
2024
Q3 | $202K | Buy |
353
+71
| +25% | +$40.6K | 0.06% | 104 |
|
|
2024
Q2 | $142K | Sell |
282
-5
| -2% | -$2.52K | 0.05% | 120 |
|
|
2024
Q1 | $139K | Buy |
287
+4
| +1% | +$1.94K | 0.05% | 134 |
|
|
2023
Q4 | $100K | Buy |
283
+150
| +113% | +$53.1K | 0.04% | 92 |
|
|
2023
Q3 | $39.9K | Hold |
133
| – | – | 0.02% | 157 |
|
|
2023
Q2 | $38.2K | Sell |
133
-1,000
| -88% | -$287K | 0.02% | 158 |
|
|
2023
Q1 | $240K | Sell |
1,133
-208
| -16% | -$44.1K | 0.14% | 63 |
|
|
2022
Q4 | $161K | Buy |
1,341
+1,000
| +293% | +$120K | 0.1% | 81 |
|
|
2022
Q3 | $46K | Sell |
341
-6,364
| -95% | -$858K | 0.03% | 114 |
|
|
2022
Q2 | $1.13M | Buy |
6,705
+49
| +0.7% | +$8.24K | 0.71% | 39 |
|
|
2022
Q1 | $1.48M | Buy |
+6,656
| New | +$1.48M | 0.83% | 36 |
|
|
2021
Q2 | $2.04M | Sell |
5,878
-223
| -4% | -$77.5K | 1.27% | 22 |
|
|
2021
Q1 | $1.8M | Buy |
6,101
+85
| +1% | +$25K | 1.34% | 19 |
|
|
2020
Q4 | $1.64M | Buy |
+6,016
| New | +$1.64M | 1.38% | 19 |
|