Independent Solutions Wealth 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 | $6.69M | Buy |
9,070
+115
| +1% | +$84.9K | 1.31% | 20 |
|
|
2025
Q1 | $5.16M | Buy |
8,955
+33
| +0.4% | +$19K | 1.16% | 23 |
|
|
2024
Q4 | $5.22M | Buy |
8,922
+14
| +0.2% | +$8.2K | 1.14% | 25 |
|
|
2024
Q3 | $5.1M | Buy |
8,908
+928
| +12% | +$531K | 1.15% | 22 |
|
|
2024
Q2 | $4.02M | Buy |
7,980
+588
| +8% | +$296K | 0.92% | 25 |
|
|
2024
Q1 | $3.59M | Sell |
7,392
-32
| -0.4% | -$15.5K | 0.85% | 33 |
|
|
2023
Q4 | $2.63M | Buy |
7,424
+3,374
| +83% | +$1.19M | 0.67% | 47 |
|
|
2023
Q3 | $1.22M | Buy |
4,050
+161
| +4% | +$48.3K | 0.32% | 77 |
|
|
2023
Q2 | $1.12M | Buy |
3,889
+39
| +1% | +$11.2K | 0.28% | 83 |
|
|
2023
Q1 | $816K | Buy |
3,850
+674
| +21% | +$143K | 0.24% | 93 |
|
|
2022
Q4 | $382K | Sell |
3,176
-367
| -10% | -$44.2K | 0.12% | 140 |
|
|
2022
Q3 | $481K | Sell |
3,543
-46
| -1% | -$6.24K | 0.16% | 120 |
|
|
2022
Q2 | $579K | Sell |
3,589
-3,086
| -46% | -$498K | 0.18% | 106 |
|
|
2022
Q1 | $1.48M | Sell |
6,675
-3,949
| -37% | -$878K | 0.35% | 66 |
|
|
2021
Q4 | $3.57M | Sell |
10,624
-307
| -3% | -$103K | 0.84% | 30 |
|
|
2021
Q3 | $3.71M | Buy |
10,931
+58
| +0.5% | +$19.7K | 0.92% | 26 |
|
|
2021
Q2 | $3.78M | Buy |
10,873
+1,504
| +16% | +$523K | 0.92% | 26 |
|
|
2021
Q1 | $2.76M | Sell |
9,369
-690
| -7% | -$203K | 0.76% | 30 |
|
|
2020
Q4 | $2.75M | Buy |
10,059
+1,198
| +14% | +$327K | 0.86% | 28 |
|
|
2020
Q3 | $2.32M | Buy |
8,861
+2,075
| +31% | +$543K | 0.89% | 27 |
|
|
2020
Q2 | $1.54M | Buy |
6,786
+1,420
| +26% | +$322K | 0.66% | 38 |
|
|
2020
Q1 | $895K | Buy |
5,366
+314
| +6% | +$52.4K | 0.49% | 45 |
|
|
2019
Q4 | $1.04M | Buy |
+5,052
| New | +$1.04M | 0.46% | 42 |
|