Golden State Wealth 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
$6.34M Buy
8,590
+3,577
+71% +$2.64M 0.77% 26
2025
Q1
$2.89M Buy
5,013
+156
+3% +$89.9K 0.43% 48
2024
Q4
$2.84M Buy
+4,857
New +$2.84M 0.43% 52
2022
Q1
$591K Sell
2,659
-1,736
-39% -$386K 0.12% 158
2021
Q4
$1.48M Buy
4,395
+710
+19% +$239K 0.25% 76
2021
Q3
$1.25M Buy
3,685
+112
+3% +$38K 0.27% 68
2021
Q2
$1.24M Buy
3,573
+304
+9% +$106K 0.27% 75
2021
Q1
$962K Sell
3,269
-1,987
-38% -$585K 0.32% 58
2020
Q4
$1.44M Buy
5,256
+1,644
+46% +$449K 0.42% 47
2020
Q3
$946K Sell
3,612
-1,183
-25% -$310K 0.32% 53
2020
Q2
$1.09M Sell
4,795
-22
-0.5% -$5K 0.35% 51
2020
Q1
$803K Buy
+4,817
New +$803K 0.35% 46
2019
Q4
Sell
-6,263
Closed -$1.12M 574
2019
Q3
$1.12M Sell
6,263
-4,231
-40% -$753K 0.37% 52
2019
Q2
$2.03M Sell
10,494
-2,654
-20% -$512K 0.64% 29
2019
Q1
$2.19M Buy
+13,148
New +$2.19M 0.73% 27