IAA
Independent Advisor Alliance’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6M | Buy |
88,902
+3,040
| +4% | +$2.24M | 1.89% | 6 |
|
|
2025
Q1 | $49.5M | Buy |
85,862
+2,474
| +3% | +$1.43M | 1.63% | 7 |
|
|
2024
Q4 | $48.8M | Buy |
83,388
+18,480
| +28% | +$10.8M | 0.65% | 25 |
|
|
2024
Q3 | $37.2M | Sell |
64,908
-3,165
| -5% | -$1.81M | 1.35% | 11 |
|
|
2024
Q2 | $34.3M | Buy |
68,073
+7,540
| +12% | +$3.8M | 1.18% | 15 |
|
|
2024
Q1 | $29.4M | Buy |
60,533
+2,186
| +4% | +$1.06M | 1.06% | 16 |
|
|
2023
Q4 | $20.7M | Buy |
58,347
+1,434
| +3% | +$508K | 0.74% | 27 |
|
|
2023
Q3 | $17.1M | Buy |
56,913
+2,284
| +4% | +$686K | 0.77% | 28 |
|
|
2023
Q2 | $15.7M | Sell |
54,629
-6,284
| -10% | -$1.8M | 0.69% | 31 |
|
|
2023
Q1 | $12.9M | Sell |
60,913
-7,568
| -11% | -$1.6M | 0.62% | 34 |
|
|
2022
Q4 | $340K | Sell |
68,481
-33,359
| -33% | -$165K | 0.12% | 106 |
|
|
2022
Q3 | $13.8M | Buy |
101,840
+3,119
| +3% | +$423K | 0.81% | 25 |
|
|
2022
Q2 | $15.9M | Sell |
98,721
-1,191
| -1% | -$192K | 0.89% | 24 |
|
|
2022
Q1 | $22.2M | Buy |
99,912
+21,464
| +27% | +$4.77M | 1.07% | 14 |
|
|
2021
Q4 | $26.4M | Buy |
78,448
+901
| +1% | +$303K | 1.3% | 10 |
|
|
2021
Q3 | $26.3M | Buy |
77,547
+3,013
| +4% | +$1.02M | 1.46% | 6 |
|
|
2021
Q2 | $25.9M | Buy |
74,534
+2,015
| +3% | +$701K | 1.42% | 6 |
|
|
2021
Q1 | $21.4M | Buy |
72,519
+5,392
| +8% | +$1.59M | 1.27% | 9 |
|
|
2020
Q4 | $18.3M | Buy |
67,127
+3,878
| +6% | +$1.06M | 1.24% | 11 |
|
|
2020
Q3 | $16.6M | Sell |
63,249
-13,353
| -17% | -$3.5M | 1.26% | 10 |
|
|
2020
Q2 | $17.4M | Buy |
76,602
+3,652
| +5% | +$831K | 1.86% | 7 |
|
|
2020
Q1 | $12.2M | Buy |
72,950
+6,937
| +11% | +$1.16M | 1.77% | 8 |
|
|
2019
Q4 | $13.5M | Sell |
66,013
-57
| -0.1% | -$11.7K | 0.59% | 30 |
|
|
2019
Q3 | $11.8M | Hold |
66,070
| – | – | 1.44% | 12 |
|
|
2019
Q2 | $12.8M | Buy |
66,070
+12,849
| +24% | +$2.48M | 1.85% | 7 |
|
|
2019
Q1 | $8.87M | Sell |
53,221
-5,636
| -10% | -$939K | 1.25% | 17 |
|
|
2018
Q4 | $7.72M | Buy |
+58,857
| New | +$7.72M | 1.37% | 15 |
|
|
2018
Q3 | – | Sell |
-65,394
| Closed | -$12.5M | – | 381 |
|
|
2018
Q2 | $12.5M | Buy |
65,394
+93
| +0.1% | +$17.7K | 2.59% | 2 |
|
|
2018
Q1 | $10.1M | Sell |
65,301
-6,696
| -9% | -$1.04M | 2.26% | 2 |
|
|
2017
Q4 | $13.6M | Buy |
71,997
+4,792
| +7% | +$902K | 3.03% | 3 |
|
|
2017
Q3 | $11.7M | Buy |
67,205
+11,271
| +20% | +$1.96M | 3.21% | 3 |
|
|
2017
Q2 | $8.59M | Buy |
55,934
+3,877
| +7% | +$595K | 2.73% | 3 |
|
|
2017
Q1 | $7.43M | Buy |
52,057
+1,759
| +3% | +$251K | 1.18% | 16 |
|
|
2016
Q4 | $6.42M | Buy |
+50,298
| New | +$6.42M | 2.75% | 4 |
|