Graybill 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 | – | Sell |
-200
| Closed | -$115K | – | 128 |
|
2025
Q1 | $115K | Buy |
+200
| New | +$115K | 0.04% | 86 |
|
2022
Q1 | – | Sell |
-10,689
| Closed | -$3.6M | – | 50 |
|
2021
Q4 | $3.6M | Buy |
+10,689
| New | +$3.6M | 1.63% | 34 |
|
2018
Q1 | – | Sell |
-13,120
| Closed | -$2.32M | – | 47 |
|
2017
Q4 | $2.32M | Sell |
13,120
-6,034
| -32% | -$1.06M | 1.67% | 37 |
|
2017
Q3 | $3.27M | Sell |
19,154
-115
| -0.6% | -$19.7K | 2.42% | 19 |
|
2017
Q2 | $2.91M | Buy |
19,269
+18
| +0.1% | +$2.72K | 2.3% | 26 |
|
2017
Q1 | $2.74M | Buy |
19,251
+15
| +0.1% | +$2.13K | 2.17% | 27 |
|
2016
Q4 | $2.21M | Buy |
19,236
+595
| +3% | +$68.5K | 1.89% | 31 |
|
2016
Q3 | $2.39M | Buy |
18,641
+105
| +0.6% | +$13.5K | 2.22% | 28 |
|
2016
Q2 | $2.12M | Sell |
18,536
-9,405
| -34% | -$1.07M | 1.96% | 31 |
|
2016
Q1 | $3.19M | Sell |
27,941
-15
| -0.1% | -$1.71K | 2.88% | 12 |
|
2015
Q4 | $2.93M | Sell |
27,956
-1,105
| -4% | -$116K | 2.53% | 17 |
|
2015
Q3 | $2.61M | Buy |
29,061
+36
| +0.1% | +$3.24K | 2.14% | 20 |
|
2015
Q2 | $2.49M | Sell |
29,025
-565
| -2% | -$48.5K | 1.84% | 31 |
|
2015
Q1 | $2.43M | Sell |
29,590
-185
| -0.6% | -$15.2K | 1.83% | 33 |
|
2014
Q4 | $2.32M | Buy |
29,775
+65
| +0.2% | +$5.07K | 1.76% | 35 |
|
2014
Q3 | $2.35M | Sell |
29,710
-12,885
| -30% | -$1.02M | 1.8% | 34 |
|
2014
Q2 | $2.87M | Sell |
42,595
-90
| -0.2% | -$6.06K | 2.22% | 17 |
|
2014
Q1 | $2.57M | Sell |
42,685
-555
| -1% | -$33.4K | 2.12% | 24 |
|
2013
Q4 | $2.36M | Sell |
43,240
-37,220
| -46% | -$2.03M | 2.06% | 29 |
|
2013
Q3 | $4.04M | Sell |
80,460
-2,165
| -3% | -$109K | 3.45% | 1 |
|
2013
Q2 | $2.06M | Buy |
+82,625
| New | +$2.06M | 1.85% | 30 |
|