GCA
Gradient Capital Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
6,244
+130
| +2% | +$96K | 1.36% | 21 |
|
|
2025
Q1 | $3.52M | Sell |
6,114
-147
| -2% | -$84.7K | 1.15% | 27 |
|
|
2024
Q4 | $3.67M | Buy |
6,261
+108
| +2% | +$63.2K | 1.18% | 28 |
|
|
2024
Q3 | $3.52M | Sell |
6,153
-173
| -3% | -$99K | 1.17% | 27 |
|
|
2024
Q2 | $3.19M | Buy |
6,326
+201
| +3% | +$101K | 1.14% | 28 |
|
|
2024
Q1 | $2.97M | Buy |
6,125
+58
| +1% | +$28.2K | 1.09% | 28 |
|
|
2023
Q4 | $2.15M | Buy |
6,067
+560
| +10% | +$198K | 0.82% | 32 |
|
|
2023
Q3 | $1.65M | Buy |
5,507
+40
| +0.7% | +$12K | 0.69% | 34 |
|
|
2023
Q2 | $1.57M | Sell |
5,467
-268
| -5% | -$76.9K | 0.63% | 35 |
|
|
2023
Q1 | $1.22M | Sell |
5,735
-50
| -0.9% | -$10.6K | 0.52% | 45 |
|
|
2022
Q4 | $696K | Sell |
5,785
-2,023
| -26% | -$243K | 0.32% | 68 |
|
|
2022
Q3 | $1.06M | Buy |
7,808
+552
| +8% | +$74.9K | 0.51% | 46 |
|
|
2022
Q2 | $1.17M | Sell |
7,256
-533
| -7% | -$85.9K | 0.56% | 47 |
|
|
2022
Q1 | $1.73M | Sell |
7,789
-847
| -10% | -$188K | 0.73% | 33 |
|
|
2021
Q4 | $2.91M | Sell |
8,636
-264
| -3% | -$88.8K | 1.21% | 22 |
|
|
2021
Q3 | $3.02M | Buy |
8,900
+165
| +2% | +$56K | 1.39% | 20 |
|
|
2021
Q2 | $3.04M | Buy |
8,735
+6
| +0.1% | +$2.09K | 1.42% | 21 |
|
|
2021
Q1 | $2.57M | Sell |
8,729
-386
| -4% | -$114K | 1.36% | 21 |
|
|
2020
Q4 | $2.49M | Sell |
9,115
-330
| -3% | -$90.1K | 1.42% | 20 |
|
|
2020
Q3 | $2.47M | Buy |
9,445
+1,045
| +12% | +$274K | 1.54% | 19 |
|
|
2020
Q2 | $1.91M | Buy |
8,400
+100
| +1% | +$22.7K | 1.29% | 22 |
|
|
2020
Q1 | $1.38M | Buy |
8,300
+82
| +1% | +$13.7K | 1.12% | 26 |
|
|
2019
Q4 | $1.69M | Sell |
8,218
-994
| -11% | -$204K | 1.17% | 24 |
|
|
2019
Q3 | $1.64M | Buy |
9,212
+2,184
| +31% | +$389K | 1.22% | 25 |
|
|
2019
Q2 | $1.36M | Sell |
7,028
-106
| -1% | -$20.5K | 1.04% | 26 |
|
|
2019
Q1 | $1.19M | Buy |
7,134
+150
| +2% | +$25K | 0.95% | 27 |
|
|
2018
Q4 | $916K | Sell |
6,984
-483
| -6% | -$63.3K | 0.79% | 31 |
|
|
2018
Q3 | $1.23M | Buy |
7,467
+36
| +0.5% | +$5.92K | 1.04% | 23 |
|
|
2018
Q2 | $1.44M | Buy |
7,431
+721
| +11% | +$140K | 1.34% | 19 |
|
|
2018
Q1 | $1.07M | Buy |
6,710
+215
| +3% | +$34.3K | 1.07% | 22 |
|
|
2017
Q4 | $1.15M | Buy |
+6,495
| New | +$1.15M | 1.17% | 20 |
|