Holistic Financial Partners’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 | $1.07M | Sell |
1,446
-53
| -4% | -$39.1K | 0.47% | 35 |
|
|
2025
Q1 | $864K | Buy |
1,499
+3
| +0.2% | +$1.73K | 0.42% | 35 |
|
|
2024
Q4 | $876K | Buy |
1,496
+20
| +1% | +$11.7K | 0.44% | 33 |
|
|
2024
Q3 | $845K | Buy |
1,476
+94
| +7% | +$53.8K | 0.41% | 35 |
|
|
2024
Q2 | $697K | Sell |
1,382
-8
| -0.6% | -$4.03K | 0.35% | 36 |
|
|
2024
Q1 | $675K | Sell |
1,390
-185
| -12% | -$89.8K | 0.34% | 38 |
|
|
2023
Q4 | $557K | Buy |
1,575
+105
| +7% | +$37.2K | 0.34% | 39 |
|
|
2023
Q3 | $441K | Buy |
1,470
+16
| +1% | +$4.8K | 0.29% | 46 |
|
|
2023
Q2 | $417K | Buy |
1,454
+92
| +7% | +$26.4K | 0.29% | 47 |
|
|
2023
Q1 | $289K | Buy |
+1,362
| New | +$289K | 0.23% | 70 |
|
|
2022
Q3 | – | Sell |
-1,335
| Closed | -$215K | – | 92 |
|
|
2022
Q2 | $215K | Buy |
1,335
+170
| +15% | +$27.4K | 0.2% | 82 |
|
|
2022
Q1 | $259K | Sell |
1,165
-134
| -10% | -$29.8K | 0.16% | 87 |
|
|
2021
Q4 | $437K | Sell |
1,299
-211
| -14% | -$71K | 0.25% | 56 |
|
|
2021
Q3 | $512K | Buy |
1,510
+182
| +14% | +$61.7K | 0.32% | 42 |
|
|
2021
Q2 | $462K | Buy |
1,328
+25
| +2% | +$8.7K | 0.28% | 49 |
|
|
2021
Q1 | $384K | Buy |
1,303
+27
| +2% | +$7.96K | 0.25% | 56 |
|
|
2020
Q4 | $349K | Buy |
1,276
+67
| +6% | +$18.3K | 0.24% | 59 |
|
|
2020
Q3 | $315K | Buy |
1,209
+9
| +0.8% | +$2.35K | 0.25% | 55 |
|
|
2020
Q2 | $272K | Sell |
1,200
-191
| -14% | -$43.3K | 0.23% | 54 |
|
|
2020
Q1 | $232K | Buy |
1,391
+34
| +3% | +$5.67K | 0.24% | 54 |
|
|
2019
Q4 | $279K | Buy |
+1,357
| New | +$279K | 0.17% | 78 |
|
|
2018
Q2 | – | Sell |
-1,080
| Closed | -$173K | – | 241 |
|
|
2018
Q1 | $173K | Sell |
1,080
-179
| -14% | -$28.7K | 0.14% | 75 |
|
|
2017
Q4 | $222K | Buy |
+1,259
| New | +$222K | 0.18% | 66 |
|