Investmark Advisory Group’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 | $623K | Hold |
844
| – | – | 0.29% | 63 |
|
|
2025
Q1 | $487K | Sell |
844
-190
| -18% | -$110K | 0.24% | 66 |
|
|
2024
Q4 | $606K | Sell |
1,034
-269
| -21% | -$158K | 0.3% | 57 |
|
|
2024
Q3 | $746K | Hold |
1,303
| – | – | 0.36% | 53 |
|
|
2024
Q2 | $657K | Sell |
1,303
-6
| -0.5% | -$3.03K | 0.35% | 57 |
|
|
2024
Q1 | $636K | Hold |
1,309
| – | – | 0.35% | 58 |
|
|
2023
Q4 | $463K | Buy |
1,309
+6
| +0.5% | +$2.12K | 0.27% | 70 |
|
|
2023
Q3 | $391K | Hold |
1,303
| – | – | 0.27% | 71 |
|
|
2023
Q2 | $374K | Hold |
1,303
| – | – | 0.25% | 71 |
|
|
2023
Q1 | $276K | Buy |
+1,303
| New | +$276K | 0.2% | 81 |
|
|
2022
Q1 | – | Sell |
-804
| Closed | -$270K | – | 262 |
|
|
2021
Q4 | $270K | Buy |
+804
| New | +$270K | 0.25% | 71 |
|