HCR Wealth Advisors’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 | $14.2M | Buy |
19,206
+858
| +5% | +$633K | 1.67% | 11 |
|
|
2025
Q1 | $10.6M | Buy |
18,348
+146
| +0.8% | +$84.2K | 1.38% | 14 |
|
|
2024
Q4 | $10.7M | Buy |
18,202
+297
| +2% | +$174K | 1.34% | 14 |
|
|
2024
Q3 | $10.2M | Sell |
17,905
-227
| -1% | -$130K | 1.34% | 13 |
|
|
2024
Q2 | $9.14M | Buy |
18,132
+111
| +0.6% | +$56K | 1.31% | 13 |
|
|
2024
Q1 | $8.75M | Sell |
18,021
-568
| -3% | -$276K | 1.33% | 14 |
|
|
2023
Q4 | $6.58M | Buy |
18,589
+2,891
| +18% | +$1.02M | 1.04% | 15 |
|
|
2023
Q3 | $4.71M | Sell |
15,698
-3,679
| -19% | -$1.1M | 1.03% | 14 |
|
|
2023
Q2 | $5.56M | Sell |
19,377
-176
| -0.9% | -$50.5K | 1.03% | 16 |
|
|
2023
Q1 | $4.14M | Buy |
19,553
+26
| +0.1% | +$5.51K | 0.82% | 23 |
|
|
2022
Q4 | $2.35M | Sell |
19,527
-791
| -4% | -$95.2K | 0.49% | 40 |
|
|
2022
Q3 | $2.76M | Sell |
20,318
-152
| -0.7% | -$20.6K | 0.59% | 32 |
|
|
2022
Q2 | $3.3M | Buy |
20,470
+685
| +3% | +$110K | 0.66% | 31 |
|
|
2022
Q1 | $4.4M | Sell |
19,785
-162
| -0.8% | -$36K | 0.72% | 27 |
|
|
2021
Q4 | $6.71M | Sell |
19,947
-861
| -4% | -$290K | 1.04% | 14 |
|
|
2021
Q3 | $7.06M | Buy |
20,808
+8
| +0% | +$2.72K | 1.18% | 12 |
|
|
2021
Q2 | $7.23M | Buy |
20,800
+750
| +4% | +$261K | 1.26% | 12 |
|
|
2021
Q1 | $5.91M | Sell |
20,050
-3,229
| -14% | -$951K | 1.17% | 13 |
|
|
2020
Q4 | $6.36M | Buy |
23,279
+180
| +0.8% | +$49.2K | 1.33% | 10 |
|
|
2020
Q3 | $6.1M | Buy |
23,099
+1,942
| +9% | +$513K | 1.39% | 12 |
|
|
2020
Q2 | $5.01M | Sell |
21,157
-1,065
| -5% | -$252K | 1.17% | 13 |
|
|
2020
Q1 | $3.71M | Sell |
22,222
-1,449
| -6% | -$242K | 1.06% | 15 |
|
|
2019
Q4 | $4.86M | Buy |
23,671
+317
| +1% | +$65.1K | 1.18% | 13 |
|
|
2019
Q3 | $4.18M | Sell |
23,354
-442
| -2% | -$79.1K | 1.39% | 11 |
|
|
2019
Q2 | $4.59M | Buy |
23,796
+1,371
| +6% | +$265K | 1.31% | 13 |
|
|
2019
Q1 | $3.67M | Sell |
22,425
-3,667
| -14% | -$600K | 1.05% | 17 |
|
|
2018
Q4 | $3.42M | Sell |
26,092
-779
| -3% | -$102K | 1.1% | 14 |
|
|
2018
Q3 | $4.17M | Buy |
26,871
+1,524
| +6% | +$236K | 1.36% | 11 |
|
|
2018
Q2 | $4.9M | Sell |
25,347
-287
| -1% | -$55.5K | 1.61% | 8 |
|
|
2018
Q1 | $4.1M | Sell |
25,634
-859
| -3% | -$137K | 1.42% | 10 |
|
|
2017
Q4 | $4.68M | Buy |
26,493
+519
| +2% | +$91.6K | 1.63% | 7 |
|
|
2017
Q3 | $4.44M | Sell |
25,974
-536
| -2% | -$91.6K | 1.87% | 8 |
|
|
2017
Q2 | $4M | Buy |
26,510
+815
| +3% | +$123K | 1.98% | 7 |
|
|
2017
Q1 | $3.65M | Sell |
25,695
-1,170
| -4% | -$166K | 1.87% | 7 |
|
|
2016
Q4 | $3.09M | Buy |
+26,865
| New | +$3.09M | 1.63% | 12 |
|