Helios Capital 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 | $7.09M | Buy |
+9,600
| New | +$7.09M | 5.45% | 6 |
|
|
2025
Q1 | – | Sell |
-17,150
| Closed | -$10M | – | 36 |
|
|
2024
Q4 | $10M | Hold |
17,150
| – | – | 5.86% | 4 |
|
|
2024
Q3 | $9.82M | Hold |
17,150
| – | – | 6.05% | 2 |
|
|
2024
Q2 | $8.65M | Hold |
17,150
| – | – | 5.63% | 3 |
|
|
2024
Q1 | $8.33M | Hold |
17,150
| – | – | 5.85% | 3 |
|
|
2023
Q4 | $6.07M | Buy |
+17,150
| New | +$6.07M | 4.81% | 7 |
|
|
2022
Q3 | $1.84M | Hold |
13,550
| – | – | 3.53% | 8 |
|
|
2022
Q2 | $2.19M | Buy |
13,550
+1,250
| +10% | +$202K | 4.12% | 9 |
|
|
2022
Q1 | $2.74M | Buy |
12,300
+1,200
| +11% | +$267K | 5.78% | 4 |
|
|
2021
Q4 | $3.73M | Buy |
+11,100
| New | +$3.73M | 3.38% | 7 |
|