Herold 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 | $6.94M | Sell |
9,404
-475
| -5% | -$351K | 1.46% | 12 |
|
|
2025
Q1 | $5.7M | Sell |
9,879
-348
| -3% | -$201K | 1.25% | 16 |
|
|
2024
Q4 | $5.99M | Sell |
10,227
-339
| -3% | -$199K | 1.31% | 15 |
|
|
2024
Q3 | $6.05M | Sell |
10,566
-802
| -7% | -$459K | 1.31% | 13 |
|
|
2024
Q2 | $5.73M | Buy |
11,368
+2,958
| +35% | +$1.49M | 1.33% | 14 |
|
|
2024
Q1 | $4.08M | Buy |
8,410
+245
| +3% | +$119K | 0.99% | 19 |
|
|
2023
Q4 | $2.89M | Buy |
8,165
+46
| +0.6% | +$16.3K | 0.8% | 35 |
|
|
2023
Q3 | $2.44M | Sell |
8,119
-186
| -2% | -$55.8K | 0.74% | 34 |
|
|
2023
Q2 | $2.38M | Sell |
8,305
-465
| -5% | -$133K | 0.73% | 32 |
|
|
2023
Q1 | $1.86M | Buy |
8,770
+2,435
| +38% | +$516K | 0.64% | 44 |
|
|
2022
Q4 | $762K | Buy |
6,335
+135
| +2% | +$16.2K | 0.32% | 93 |
|
|
2022
Q3 | $841K | Buy |
6,200
+190
| +3% | +$25.8K | 0.4% | 83 |
|
|
2022
Q2 | $969K | Hold |
6,010
| – | – | 0.43% | 77 |
|
|
2022
Q1 | $1.34M | Sell |
6,010
-450
| -7% | -$100K | 0.48% | 67 |
|
|
2021
Q4 | $2.17M | Sell |
6,460
-60
| -0.9% | -$20.2K | 0.84% | 31 |
|
|
2021
Q3 | $2.21M | Buy |
+6,520
| New | +$2.21M | 0.86% | 25 |
|