Icon 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 | $7.43M | Buy |
10,061
+2,126
| +27% | +$1.57M | 0.53% | 38 |
|
|
2025
Q1 | $4.57M | Buy |
7,935
+900
| +13% | +$519K | 0.38% | 57 |
|
|
2024
Q4 | $4.12M | Buy |
7,035
+719
| +11% | +$421K | 0.34% | 59 |
|
|
2024
Q3 | $3.62M | Buy |
6,316
+268
| +4% | +$153K | 0.3% | 62 |
|
|
2024
Q2 | $2.87M | Buy |
6,048
+29
| +0.5% | +$13.8K | 0.26% | 67 |
|
|
2024
Q1 | $2.92M | Buy |
6,019
+665
| +12% | +$323K | 0.27% | 69 |
|
|
2023
Q4 | $1.9M | Buy |
+5,354
| New | +$1.9M | 0.2% | 93 |
|
|
2022
Q4 | $717K | Sell |
5,962
-15,314
| -72% | -$1.84M | 0.08% | 163 |
|
|
2022
Q3 | $2.89M | Buy |
+21,276
| New | +$2.89M | 0.35% | 70 |
|